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 | $66,388 | $133,958-50.4% | $112,228-40.8% | $134,475-50.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.27% | 47.11%-66.4pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,405 | $4,038-65.2% | $3,635-61.3% | $4,740-70.4% |
| Participant deferral / active EE | $6,392 | $5,291+20.8% | $4,728+35.2% | $6,400-0.1% |
| Admin fee / account holder | $214 | $7,489-97.1% | $6,410-96.7% | $11,426-98.1% |