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 | $41,061 | $39,798+3.2% | $67,711-39.4% | $59,632-31.1% |
| Participation rate | 76.3% | 57.4%+19.0pp | 67.5%+8.8pp | 68.7%+7.6pp |
| Annual return | 2.14% | 89.94%-87.8pp | 25.41%-23.3pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |