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 | $34,933 | $65,703-46.8% | $94,224-62.9% | $59,632-41.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.42% | 5.22%-5.6pp | 10.68%-11.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,589 | $2,021-21.4% | $3,587-55.7% | $2,203-27.9% |
| Participant deferral / active EE | $8,536 | $3,143+171.6% | $4,320+97.6% | $3,192+167.5% |
| Admin fee / account holder | $2 | $4,264-100.0% | $6,269-100.0% | $4,297-100.0% |