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 | $48,222 | $95,862-49.7% | $79,550-39.4% | $134,475-64.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -5.23% | -2.69%-2.5pp | 0.16%-5.4pp | 417.96%-423.2pp |
| Employer contribution / active EE | $4,209 | $3,128+34.6% | $2,413+74.4% | $4,740-11.2% |
| Participant deferral / active EE | $9,669 | $4,693+106.0% | $3,985+142.6% | $6,400+51.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |