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 | $37,136 | $76,000-51.1% | $154,107-75.9% | $64,186-42.1% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -7.82% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,565 | $3,351-53.3% | $5,298-70.5% | $2,381-34.3% |
| Participant deferral / active EE | $2,664 | $3,175-16.1% | $5,081-47.6% | $3,470-23.2% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |