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 | $60,417 | $106,543-43.3% | $91,220-33.8% | $134,475-55.1% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -16.50% | 160.60%-177.1pp | 114.01%-130.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,629 | $4,719-44.3% | $4,234-37.9% | $6,400-58.9% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |