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 3-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 | $61,501 | $99,032-37.9% | $80,019-23.1% | $135,375-54.6% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -3.38% | 15.39%-18.8pp | 11.22%-14.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,301 | $3,043-57.3% | $2,468-47.3% | $4,779-72.8% |
| Participant deferral / active EE | $2,451 | $4,282-42.8% | $3,686-33.5% | $5,609-56.3% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |