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 | $28,900 | $107,791-73.2% | $90,645-68.1% | $135,375-78.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.36% | -0.90%-7.5pp | 1.88%-10.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,983 | $3,018-34.3% | $2,532-21.7% | $4,779-58.5% |
| Participant deferral / active EE | $3,481 | $3,872-10.1% | $3,425+1.6% | $5,609-37.9% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |