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 | $25,825 | $97,044-73.4% | $83,333-69.0% | $135,375-80.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.89% | 12.31%-20.2pp | 10.63%-18.5pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,161 | $4,143-23.7% | $3,379-6.4% | $4,779-33.9% |
| Participant deferral / active EE | $4,924 | $5,964-17.4% | $5,565-11.5% | $5,609-12.2% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |