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 | $35,499 | $78,694-54.9% | $67,652-47.5% | $125,391-71.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.12% | 9.46%-9.6pp | 6625.04%-6625.2pp | 282.22%-282.3pp |
| Employer contribution / active EE | $7,639 | $3,044+151.0% | $2,266+237.2% | $4,866+57.0% |
| Participant deferral / active EE | $12,000 | $4,292+179.6% | $3,560+237.1% | $5,352+124.2% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |