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 5-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 | $35,545 | $69,518-48.9% | $59,878-40.6% | $135,375-73.7% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.7%+17.6pp | 82.6%+9.7pp |
| Annual return | -3.96% | 7.94%-11.9pp | 3.46%-7.4pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,014 | $3,235-68.6% | $2,722-62.7% | $4,779-78.8% |
| Participant deferral / active EE | $1,305 | $4,206-69.0% | $3,402-61.6% | $5,609-76.7% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |