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 | $68,889 | $92,703-25.7% | $82,719-16.7% | $134,475-48.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -13.98% | 944.92%-958.9pp | 701.18%-715.2pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,483 | $3,274+6.4% | $3,009+15.8% | $4,740-26.5% |
| Participant deferral / active EE | $9,361 | $4,802+94.9% | $4,395+113.0% | $6,400+46.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |