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 9-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 | $51,723 | $87,540-40.9% | $75,781-31.7% | $125,391-58.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.20% | 13.48%-14.7pp | 9.68%-10.9pp | 282.22%-283.4pp |
| Employer contribution / active EE | $3,762 | $3,930-4.3% | $3,323+13.2% | $4,866-22.7% |
| Participant deferral / active EE | $8,678 | $4,229+105.2% | $3,651+137.7% | $5,352+62.2% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |