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 | $39,294 | $140,588-72.1% | $123,104-68.1% | $125,391-68.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.19% | 16.80%-20.0pp | 13.22%-16.4pp | 282.22%-285.4pp |
| Employer contribution / active EE | $2,451 | $6,041-59.4% | $5,151-52.4% | $4,866-49.6% |
| Participant deferral / active EE | $3,833 | $6,980-45.1% | $6,230-38.5% | $5,352-28.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |