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 | $28,740 | $64,307-55.3% | $57,343-49.9% | $125,391-77.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.22% | 25.12%-25.3pp | 24.39%-24.6pp | 282.22%-282.4pp |
| Employer contribution / active EE | $4,124 | $3,193+29.2% | $2,689+53.4% | $4,866-15.3% |
| Participant deferral / active EE | $2,066 | $3,848-46.3% | $3,162-34.7% | $5,352-61.4% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |