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 | $52,249 | $95,862-45.5% | $79,550-34.3% | $134,475-61.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -4.10% | -2.69%-1.4pp | 0.16%-4.3pp | 417.96%-422.1pp |
| Employer contribution / active EE | $3,289 | $3,128+5.2% | $2,413+36.3% | $4,740-30.6% |
| Participant deferral / active EE | $5,709 | $4,693+21.7% | $3,985+43.3% | $6,400-10.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |