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 | $29,887 | $180,449-83.4% | $154,107-80.6% | $135,375-77.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.58% | 888.09%-891.7pp | 735.12%-738.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,710 | $6,035-71.7% | $5,298-67.7% | $4,779-64.2% |
| Participant deferral / active EE | $3,692 | $5,806-36.4% | $5,081-27.3% | $5,609-34.2% |
| Admin fee / account holder | $6 | $16,143-100.0% | $13,411-100.0% | $10,827-99.9% |