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 | $75,925 | $78,694-3.5% | $67,652+12.2% | $125,391-39.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.10% | 9.46%-12.6pp | 6625.04%-6628.1pp | 282.22%-285.3pp |
| Employer contribution / active EE | $2,423 | $3,044-20.4% | $2,266+7.0% | $4,866-50.2% |
| Participant deferral / active EE | $3,316 | $4,292-22.7% | $3,560-6.8% | $5,352-38.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |