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 9-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 | $44,473 | $82,286-46.0% | $68,791-35.4% | $134,475-66.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.27% | -2.19%+2.5pp | -6.38%+6.7pp | 417.96%-417.7pp |
| Employer contribution / active EE | $1,296 | $3,301-60.7% | $2,655-51.2% | $4,740-72.7% |
| Participant deferral / active EE | $19,800 | $4,739+317.9% | $3,941+402.4% | $6,400+209.4% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |