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 | $68,169 | $99,640-31.6% | $86,436-21.1% | $134,475-49.3% |
| Participation rate | 72.7% | 82.0%-9.3pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.72% | 6782.58%-6799.3pp | 4394.89%-4411.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,345 | $7,246-12.4% | $6,952-8.7% | $6,400-0.9% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |