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 | $90,678 | $211,958-57.2% | $169,463-46.5% | $135,375-33.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.31% | 3.26%-9.6pp | 1.83%-8.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,302 | $5,120-55.0% | $4,159-44.6% | $4,779-51.8% |
| Participant deferral / active EE | $4,551 | $6,075-25.1% | $5,277-13.7% | $5,609-18.9% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |