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 | $52,698 | $84,695-37.8% | $73,843-28.6% | $125,391-58.0% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -1.11% | 3123.53%-3124.6pp | 2267.84%-2269.0pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,901 | $3,123-39.1% | $2,787-31.8% | $4,866-60.9% |
| Participant deferral / active EE | $3,412 | $3,992-14.5% | $3,583-4.8% | $5,352-36.2% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |