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 | $28,905 | $100,754-71.3% | $86,677-66.7% | $134,475-78.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.21% | 29.04%-47.2pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,561 | $3,489-55.3% | $2,836-45.0% | $4,740-67.1% |
| Participant deferral / active EE | $2,666 | $5,338-50.1% | $4,656-42.7% | $6,400-58.3% |
| Admin fee / account holder | $5 | $10,926-100.0% | $7,493-99.9% | $11,426-100.0% |