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 7-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 | $60,530 | $85,790-29.4% | $67,313-10.1% | $135,375-55.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.85% | -0.54%-5.3pp | -4.08%-1.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,311 | $3,487-33.7% | $2,566-9.9% | $4,779-51.6% |
| Participant deferral / active EE | $7,600 | $4,651+63.4% | $3,568+113.0% | $5,609+35.5% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |