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 | $69,675 | $87,540-20.4% | $75,781-8.1% | $125,391-44.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.45% | 13.48%-14.9pp | 9.68%-11.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $781 | $3,930-80.1% | $3,323-76.5% | $4,866-83.9% |
| Participant deferral / active EE | $8,750 | $4,229+106.9% | $3,651+139.6% | $5,352+63.5% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |