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 | $37,447 | $67,411-44.4% | $91,001-58.8% | $70,131-46.6% |
| Participation rate | 80.6% | 71.4%+9.3pp | 75.6%+5.0pp | 69.5%+11.1pp |
| Annual return | 95.90% | -40.16%+136.1pp | 4.60%+91.3pp | 73.14%+22.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,084 | $2,823+186.4% | $3,547+127.9% | $3,332+142.6% |
| Admin fee / account holder | $103 | $4,236-97.6% | $5,417-98.1% | $4,645-97.8% |