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 | $54,120 | $85,790-36.9% | $67,313-19.6% | $135,375-60.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.10% | -0.54%-7.6pp | -4.08%-4.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,693 | $3,487-51.5% | $2,566-34.0% | $4,779-64.6% |
| Participant deferral / active EE | $3,002 | $4,651-35.4% | $3,568-15.9% | $5,609-46.5% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |