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 8-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 | $46,112 | $75,935-39.3% | $60,547-23.8% | $125,391-63.2% |
| Participation rate | 85.7% | 76.5%+9.2pp | 68.0%+17.8pp | 83.2%+2.5pp |
| Annual return | -1.11% | -5.38%+4.3pp | 335.64%-336.8pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,571 | $3,438-25.2% | $2,419+6.3% | $4,866-47.2% |
| Participant deferral / active EE | $4,090 | $4,506-9.2% | $3,328+22.9% | $5,352-23.6% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |