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 9-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 | $80,951 | $85,790-5.6% | $67,313+20.3% | $135,375-40.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.28% | -0.54%-3.7pp | -4.08%-0.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,576 | $3,487-54.8% | $2,566-38.6% | $4,779-67.0% |
| Participant deferral / active EE | $1,576 | $4,651-66.1% | $3,568-55.8% | $5,609-71.9% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |