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 | $61,571 | $67,331-8.6% | $60,874+1.1% | $134,475-54.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.35% | 49.93%-68.3pp | 16.90%-35.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,652 | $3,096-14.4% | $2,701-1.8% | $4,740-44.0% |
| Participant deferral / active EE | $6,724 | $4,538+48.2% | $3,817+76.2% | $6,400+5.1% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |