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 | $71,474 | $106,543-32.9% | $91,220-21.6% | $134,475-46.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.32% | 160.60%-173.9pp | 114.01%-127.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,543 | $3,331-53.7% | $2,850-45.9% | $4,740-67.5% |
| Participant deferral / active EE | $6,153 | $4,719+30.4% | $4,234+45.3% | $6,400-3.9% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |