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 | $59,206 | $107,791-45.1% | $90,645-34.7% | $135,375-56.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.50% | -0.90%-3.6pp | 1.88%-6.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,300 | $3,018+9.3% | $2,532+30.3% | $4,779-30.9% |
| Participant deferral / active EE | $1,447 | $3,872-62.6% | $3,425-57.8% | $5,609-74.2% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |