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 | $36,143 | $97,757-63.0% | $83,848-56.9% | $135,375-73.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -3.81% | 1287.37%-1291.2pp | 850.88%-854.7pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,244 | $4,222-70.5% | $3,631-65.7% | $4,779-74.0% |
| Participant deferral / active EE | $3,326 | $4,682-29.0% | $4,082-18.5% | $5,609-40.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |