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 | $80,871 | $105,860-23.6% | $90,749-10.9% | $134,475-39.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.67% | -11.01%-5.7pp | -12.16%-4.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,693 | $3,462-22.2% | $2,921-7.8% | $4,740-43.2% |
| Participant deferral / active EE | $17,494 | $5,216+235.4% | $4,564+283.3% | $6,400+173.4% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |