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 | $73,494 | $100,754-27.1% | $86,677-15.2% | $134,475-45.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.51% | 29.04%-43.5pp | 35.91%-50.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,809 | $3,489-48.1% | $2,836-36.2% | $4,740-61.8% |
| Participant deferral / active EE | $2,828 | $5,338-47.0% | $4,656-39.3% | $6,400-55.8% |
| Admin fee / account holder | $76 | $10,926-99.3% | $7,493-99.0% | $11,426-99.3% |