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 | $62,760 | $39,798+57.7% | $67,711-7.3% | $59,632+5.2% |
| Participation rate | 75.8% | 57.4%+18.4pp | 67.5%+8.2pp | 68.7%+7.1pp |
| Annual return | -1.28% | 89.94%-91.2pp | 25.41%-26.7pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,323 | $1,393-5.0% | $2,559-48.3% | $2,203-39.9% |
| Participant deferral / active EE | $2,816 | $2,335+20.6% | $3,585-21.5% | $3,192-11.8% |
| Admin fee / account holder | $51 | $3,212-98.4% | $4,255-98.8% | $4,297-98.8% |