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 | $60,313 | $78,694-23.4% | $67,652-10.8% | $125,391-51.9% |
| Participation rate | 70.6% | 78.8%-8.2pp | 75.7%-5.1pp | 83.2%-12.6pp |
| Annual return | -0.80% | 9.46%-10.3pp | 6625.04%-6625.8pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,269 | $3,044-58.3% | $2,266-44.0% | $4,866-73.9% |
| Participant deferral / active EE | $2,092 | $4,292-51.3% | $3,560-41.2% | $5,352-60.9% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |