See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,051 | $92,703-79.4% | $82,719-77.0% | $134,475-85.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -13.00% | 944.92%-957.9pp | 701.18%-714.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,139 | $3,274-65.2% | $3,009-62.2% | $4,740-76.0% |
| Participant deferral / active EE | $1,518 | $4,802-68.4% | $4,395-65.5% | $6,400-76.3% |
| Admin fee / account holder | $7 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |