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 | $68,021 | $105,860-35.7% | $90,749-25.0% | $134,475-49.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.73% | -11.01%-3.7pp | -12.16%-2.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,972 | $3,462-43.0% | $2,921-32.5% | $4,740-58.4% |
| Participant deferral / active EE | $3,094 | $5,216-40.7% | $4,564-32.2% | $6,400-51.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |