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 | $63,491 | $85,790-26.0% | $67,313-5.7% | $135,375-53.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.05% | -0.54%-5.5pp | -4.08%-2.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,280 | $3,487-34.6% | $2,566-11.1% | $4,779-52.3% |
| Participant deferral / active EE | $2,898 | $4,651-37.7% | $3,568-18.8% | $5,609-48.3% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |