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 | $129,324 | $88,594+46.0% | $70,092+84.5% | $134,475-3.8% |
| Participation rate | 70.6% | 74.9%-4.3pp | 70.5%+0.1pp | 81.2%-10.6pp |
| Annual return | -15.96% | 442.67%-458.6pp | 190.73%-206.7pp | 417.96%-433.9pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,642 | $4,772-44.6% | $3,849-31.3% | $6,400-58.7% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |