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 | $36,042 | $101,283-64.4% | $75,826-52.5% | $135,375-73.4% |
| Participation rate | 75.0% | 72.7%+2.3pp | 68.2%+6.8pp | 82.6%-7.6pp |
| Annual return | -8.94% | 3384.62%-3393.6pp | 1914.15%-1923.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $858 | $2,382-64.0% | $1,913-55.1% | $4,779-82.0% |
| Participant deferral / active EE | $8,829 | $3,469+154.5% | $2,862+208.4% | $5,609+57.4% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |