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 | $133,064 | $92,703+43.5% | $82,719+60.9% | $134,475-1.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -16.69% | 944.92%-961.6pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $553 | $3,274-83.1% | $3,009-81.6% | $4,740-88.3% |
| Participant deferral / active EE | $4,474 | $4,802-6.8% | $4,395+1.8% | $6,400-30.1% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |