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 | $39,806 | $211,958-81.2% | $169,463-76.5% | $135,375-70.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.12% | 3.26%-11.4pp | 1.83%-10.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,893 | $5,120-63.0% | $4,159-54.5% | $4,779-60.4% |
| Participant deferral / active EE | $3,430 | $6,075-43.5% | $5,277-35.0% | $5,609-38.8% |
| Admin fee / account holder | $29 | $11,471-99.7% | $9,109-99.7% | $10,827-99.7% |