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 | $56,564 | $92,222-38.7% | $76,768-26.3% | $135,375-58.2% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -3.94% | 5.46%-9.4pp | 2.43%-6.4pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,755 | $3,216-45.4% | $2,485-29.4% | $4,779-63.3% |
| Participant deferral / active EE | $5,296 | $4,509+17.5% | $3,852+37.5% | $5,609-5.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |