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 8-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 | $53,725 | $46,674+15.1% | $117,472-54.3% | $68,494-21.6% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -12.48% | -14.52%+2.0pp | 29.74%-42.2pp | -7.84%-4.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,125 | $2,636+94.4% | $4,070+25.9% | $4,027+27.3% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |