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 | $64,478 | $87,705-26.5% | $63,517+1.5% | $125,391-48.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 1.13% | 21.70%-20.6pp | -70.30%+71.4pp | 282.22%-281.1pp |
| Employer contribution / active EE | $1,866 | $3,601-48.2% | $2,322-19.6% | $4,866-61.6% |
| Participant deferral / active EE | $781 | $3,939-80.2% | $2,953-73.6% | $5,352-85.4% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |