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 | $69,341 | $92,703-25.2% | $82,719-16.2% | $134,475-48.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -16.29% | 944.92%-961.2pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $4,720 | $3,274+44.2% | $3,009+56.9% | $4,740-0.4% |
| Participant deferral / active EE | $8,192 | $4,802+70.6% | $4,395+86.4% | $6,400+28.0% |
| Admin fee / account holder | $17 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |