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 | $66,009 | $95,971-31.2% | $74,550-11.5% | $135,375-51.2% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -7.29% | 56.96%-64.3pp | 32.53%-39.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,917 | $2,716-29.4% | $1,961-2.3% | $4,779-59.9% |
| Participant deferral / active EE | $3,617 | $3,843-5.9% | $3,108+16.4% | $5,609-35.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |