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 | $44,932 | $78,694-42.9% | $67,652-33.6% | $125,391-64.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.12% | 9.46%-10.6pp | 6625.04%-6626.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,066 | $3,044-65.0% | $2,266-52.9% | $4,866-78.1% |
| Participant deferral / active EE | $2,130 | $4,292-50.4% | $3,560-40.2% | $5,352-60.2% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |