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 | $62,969 | $95,193-33.9% | $76,523-17.7% | $135,375-53.5% |
| Participation rate | 90.9% | 74.4%+16.5pp | 68.0%+22.9pp | 82.6%+8.3pp |
| Annual return | 1.00% | 4.85%-3.9pp | -0.27%+1.3pp | 519.73%-518.7pp |
| Employer contribution / active EE | $11,391 | $3,302+244.9% | $2,647+330.3% | $4,779+138.4% |
| Participant deferral / active EE | $2,906 | $4,639-37.4% | $3,835-24.2% | $5,609-48.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |