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 | $174,070 | $133,958+29.9% | $112,228+55.1% | $134,475+29.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.27% | 47.11%-52.4pp | 27.45%-32.7pp | 417.96%-423.2pp |
| Employer contribution / active EE | $1,669 | $4,038-58.7% | $3,635-54.1% | $4,740-64.8% |
| Participant deferral / active EE | $3,854 | $5,291-27.2% | $4,728-18.5% | $6,400-39.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |