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 | $80,755 | $92,703-12.9% | $82,719-2.4% | $134,475-39.9% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -18.45% | 944.92%-963.4pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,383 | $3,274-27.2% | $3,009-20.8% | $4,740-49.7% |
| Participant deferral / active EE | $6,107 | $4,802+27.2% | $4,395+39.0% | $6,400-4.6% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |