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 | $26,908 | $95,971-72.0% | $74,550-63.9% | $135,375-80.1% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -7.61% | 56.96%-64.6pp | 32.53%-40.1pp | 519.73%-527.3pp |
| Employer contribution / active EE | $898 | $2,716-66.9% | $1,961-54.2% | $4,779-81.2% |
| Participant deferral / active EE | $2,988 | $3,843-22.3% | $3,108-3.9% | $5,609-46.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |