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 | $50,738 | $95,971-47.1% | $74,550-31.9% | $135,375-62.5% |
| Participation rate | 81.3% | 75.7%+5.6pp | 69.1%+12.1pp | 82.6%-1.4pp |
| Annual return | -4.06% | 56.96%-61.0pp | 32.53%-36.6pp | 519.73%-523.8pp |
| Employer contribution / active EE | $952 | $2,716-64.9% | $1,961-51.4% | $4,779-80.1% |
| Participant deferral / active EE | $2,486 | $3,843-35.3% | $3,108-20.0% | $5,609-55.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |