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 | $108,845 | $92,703+17.4% | $82,719+31.6% | $134,475-19.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -14.69% | 944.92%-959.6pp | 701.18%-715.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $543 | $3,274-83.4% | $3,009-81.9% | $4,740-88.5% |
| Participant deferral / active EE | $4,584 | $4,802-4.5% | $4,395+4.3% | $6,400-28.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |