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 | $92,534 | $104,106-11.1% | $71,086+30.2% | $135,375-31.6% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -5.41% | 1256.30%-1261.7pp | 650.59%-656.0pp | 519.73%-525.1pp |
| Employer contribution / active EE | $480 | $1,485-67.7% | $1,088-55.9% | $4,779-90.0% |
| Participant deferral / active EE | $10,789 | $2,527+326.9% | $1,874+475.6% | $5,609+92.4% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |