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 | $58,827 | $95,971-38.7% | $74,550-21.1% | $135,375-56.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.41% | 56.96%-65.4pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,351 | $2,716-50.3% | $1,961-31.1% | $4,779-71.7% |
| Participant deferral / active EE | $4,250 | $3,843+10.6% | $3,108+36.7% | $5,609-24.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |