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 9-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 | $50,569 | $147,167-65.6% | $111,392-54.6% | $135,375-62.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.49% | -4.44%0pp | -2.06%-2.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,509 | $5,204-51.8% | $4,328-42.0% | $4,779-47.5% |
| Participant deferral / active EE | $5,401 | $6,565-17.7% | $5,567-3.0% | $5,609-3.7% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |