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 | $38,788 | $67,331-42.4% | $60,874-36.3% | $134,475-71.2% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.1%+18.2pp | 81.2%+10.1pp |
| Annual return | -15.62% | 49.93%-65.5pp | 16.90%-32.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,753 | $4,538+26.8% | $3,817+50.7% | $6,400-10.1% |
| Admin fee / account holder | $294 | $4,582-93.6% | $3,224-90.9% | $11,426-97.4% |