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 | $32,727 | $84,695-61.4% | $73,843-55.7% | $125,391-73.9% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.4%-3.4pp | 83.2%-13.2pp |
| Annual return | -0.10% | 3123.53%-3123.6pp | 2267.84%-2267.9pp | 282.22%-282.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,101 | $3,992-47.4% | $3,583-41.4% | $5,352-60.7% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |