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 | $23,889 | $85,790-72.2% | $67,313-64.5% | $135,375-82.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.38% | -0.54%-8.8pp | -4.08%-5.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,169 | $3,487-66.5% | $2,566-54.4% | $4,779-75.5% |
| Participant deferral / active EE | $3,366 | $4,651-27.6% | $3,568-5.7% | $5,609-40.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |