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 6-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 | $61,041 | $99,032-38.4% | $80,019-23.7% | $135,375-54.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.55% | 15.39%-20.9pp | 11.22%-16.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,836 | $3,043-39.7% | $2,468-25.6% | $4,779-61.6% |
| Participant deferral / active EE | $1,826 | $4,282-57.4% | $3,686-50.5% | $5,609-67.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |