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 | $64,042 | $133,958-52.2% | $112,228-42.9% | $134,475-52.4% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -16.06% | 47.11%-63.2pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,273 | $4,038-43.7% | $3,635-37.5% | $4,740-52.0% |
| Participant deferral / active EE | $2,853 | $5,291-46.1% | $4,728-39.7% | $6,400-55.4% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |