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 | $72,451 | $105,860-31.6% | $90,749-20.2% | $134,475-46.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.00% | -11.01%0pp | -12.16%+1.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,875 | $3,462-17.0% | $2,921-1.6% | $4,740-39.3% |
| Participant deferral / active EE | $4,210 | $5,216-19.3% | $4,564-7.8% | $6,400-34.2% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |