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 | $65,880 | $97,757-32.6% | $83,848-21.4% | $135,375-51.3% |
| Participation rate | 76.2% | 80.0%-3.8pp | 76.1%0pp | 82.6%-6.5pp |
| Annual return | -2.96% | 1287.37%-1290.3pp | 850.88%-853.8pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,257 | $4,222-46.5% | $3,631-37.8% | $4,779-52.8% |
| Participant deferral / active EE | $6,805 | $4,682+45.3% | $4,082+66.7% | $5,609+21.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |