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 | $79,150 | $82,630-4.2% | $64,105+23.5% | $125,391-36.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -2.66% | 1489.72%-1492.4pp | 791.24%-793.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,559 | $2,671-41.6% | $1,820-14.4% | $4,866-68.0% |
| Participant deferral / active EE | $4,302 | $3,608+19.2% | $2,822+52.4% | $5,352-19.6% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |