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 | $56,555 | $95,971-41.1% | $74,550-24.1% | $135,375-58.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.36% | 56.96%-56.6pp | 32.53%-32.2pp | 519.73%-519.4pp |
| Employer contribution / active EE | $682 | $2,716-74.9% | $1,961-65.2% | $4,779-85.7% |
| Participant deferral / active EE | $2,620 | $3,843-31.8% | $3,108-15.7% | $5,609-53.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |