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 | $31,028 | $87,540-64.6% | $75,781-59.1% | $125,391-75.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.55% | 13.48%-14.0pp | 9.68%-10.2pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,866 | $3,930-52.5% | $3,323-43.8% | $4,866-61.6% |
| Participant deferral / active EE | $2,490 | $4,229-41.1% | $3,651-31.8% | $5,352-53.5% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |