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 | $37,294 | $67,331-44.6% | $60,874-38.7% | $134,475-72.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.63% | 49.93%-64.6pp | 16.90%-31.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,285 | $3,096+6.1% | $2,701+21.6% | $4,740-30.7% |
| Participant deferral / active EE | $5,237 | $4,538+15.4% | $3,817+37.2% | $6,400-18.2% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |