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 | $63,933 | $82,630-22.6% | $64,105-0.3% | $125,391-49.0% |
| Participation rate | 77.8% | 75.9%+1.9pp | 68.2%+9.6pp | 83.2%-5.4pp |
| Annual return | -0.64% | 1489.72%-1490.4pp | 791.24%-791.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,342 | $2,671-49.8% | $1,820-26.3% | $4,866-72.4% |
| Participant deferral / active EE | $2,366 | $3,608-34.4% | $2,822-16.1% | $5,352-55.8% |
| Admin fee / account holder | $7 | $6,382-99.9% | $4,499-99.8% | $9,540-99.9% |