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 3-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 | $11,037 | $95,862-88.5% | $79,550-86.1% | $134,475-91.8% |
| Participation rate | 95.8% | 75.0%+20.8pp | 69.5%+26.3pp | 81.2%+14.6pp |
| Annual return | -2.75% | -2.69%-0.1pp | 0.16%-2.9pp | 417.96%-420.7pp |
| Employer contribution / active EE | $3,485 | $3,128+11.4% | $2,413+44.4% | $4,740-26.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |