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 | $46,866 | $92,703-49.4% | $82,719-43.3% | $134,475-65.1% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -17.39% | 944.92%-962.3pp | 701.18%-718.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $712 | $3,274-78.3% | $3,009-76.4% | $4,740-85.0% |
| Participant deferral / active EE | $6,865 | $4,802+43.0% | $4,395+56.2% | $6,400+7.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |