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 | $40,935 | $75,828-46.0% | $147,614-72.3% | $59,632-31.4% |
| Participation rate | 87.5% | 71.6%+15.9pp | 84.6%+2.9pp | 68.7%+18.8pp |
| Annual return | -2.10% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,099 | $3,130-64.9% | $4,895-77.5% | $3,192-65.6% |
| Admin fee / account holder | $285 | $5,985-95.2% | $11,611-97.5% | $4,297-93.4% |