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 | $63,873 | $67,331-5.1% | $60,874+4.9% | $134,475-52.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.36% | 49.93%-67.3pp | 16.90%-34.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,684 | $3,096-13.3% | $2,701-0.7% | $4,740-43.4% |
| Participant deferral / active EE | $3,191 | $4,538-29.7% | $3,817-16.4% | $6,400-50.1% |
| Admin fee / account holder | $134 | $4,582-97.1% | $3,224-95.9% | $11,426-98.8% |