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 | $65,274 | $99,032-34.1% | $80,019-18.4% | $135,375-51.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.75% | 15.39%-24.1pp | 11.22%-20.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,861 | $3,043+26.9% | $2,468+56.4% | $4,779-19.2% |
| Participant deferral / active EE | $7,531 | $4,282+75.9% | $3,686+104.3% | $5,609+34.3% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |