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 | $37,981 | $113,935-66.7% | $94,224-59.7% | $125,391-69.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.39% | 5.29%-7.7pp | 10.68%-13.1pp | 282.22%-284.6pp |
| Employer contribution / active EE | $900 | $4,727-81.0% | $3,587-74.9% | $4,866-81.5% |
| Participant deferral / active EE | $1,799 | $5,179-65.3% | $4,320-58.4% | $5,352-66.4% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |