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 | $35,035 | $78,694-55.5% | $67,652-48.2% | $125,391-72.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.75% | 9.46%-10.2pp | 6625.04%-6625.8pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,160 | $3,044-29.0% | $2,266-4.7% | $4,866-55.6% |
| Participant deferral / active EE | $2,588 | $4,292-39.7% | $3,560-27.3% | $5,352-51.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |