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 | $26,878 | $48,076-44.1% | $78,689-65.8% | $62,891-57.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.00% | 31.35%-31.4pp | 62.18%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $8,076 | $2,015+300.8% | $2,851+183.3% | $2,281+254.1% |
| Participant deferral / active EE | $2,087 | $2,588-19.4% | $3,517-40.7% | $3,203-34.8% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |