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 | $39,607 | $64,307-38.4% | $57,343-30.9% | $125,391-68.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.69% | 25.12%-26.8pp | 24.39%-26.1pp | 282.22%-283.9pp |
| Employer contribution / active EE | $5,123 | $3,193+60.4% | $2,689+90.5% | $4,866+5.3% |
| Participant deferral / active EE | $5,438 | $3,848+41.3% | $3,162+71.9% | $5,352+1.6% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |