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 | $44,491 | $75,935-41.4% | $60,547-26.5% | $125,391-64.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.72% | -5.38%+6.1pp | 335.64%-334.9pp | 282.22%-281.5pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,268 | $4,506-49.7% | $3,328-31.8% | $5,352-57.6% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |