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 | $79,148 | $100,754-21.4% | $86,677-8.7% | $134,475-41.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.40% | 29.04%-43.4pp | 35.91%-50.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $990 | $3,489-71.6% | $2,836-65.1% | $4,740-79.1% |
| Participant deferral / active EE | $2,525 | $5,338-52.7% | $4,656-45.8% | $6,400-60.5% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |