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 | $62,023 | $104,106-40.4% | $71,086-12.7% | $135,375-54.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.32% | 1256.30%-1262.6pp | 650.59%-656.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,140 | $1,485-23.2% | $1,088+4.8% | $4,779-76.1% |
| Participant deferral / active EE | $3,519 | $2,527+39.2% | $1,874+87.7% | $5,609-37.3% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |