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 | $17,358 | $104,106-83.3% | $71,086-75.6% | $135,375-87.2% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -3.93% | 1256.30%-1260.2pp | 650.59%-654.5pp | 519.73%-523.7pp |
| Employer contribution / active EE | $802 | $1,485-46.0% | $1,088-26.3% | $4,779-83.2% |
| Participant deferral / active EE | $802 | $2,527-68.3% | $1,874-57.2% | $5,609-85.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |