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 | $43,744 | $97,044-54.9% | $83,333-47.5% | $135,375-67.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.50% | 12.31%-21.8pp | 10.63%-20.1pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,680 | $4,143-11.2% | $3,379+8.9% | $4,779-23.0% |
| Participant deferral / active EE | $21,599 | $5,964+262.1% | $5,565+288.1% | $5,609+285.1% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |