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 | $77,210 | $92,222-16.3% | $76,768+0.6% | $135,375-43.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.52% | 5.46%-8.0pp | 2.43%-4.9pp | 519.73%-522.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,780 | $4,509-60.5% | $3,852-53.8% | $5,609-68.3% |
| Admin fee / account holder | $28 | $10,748-99.7% | $6,675-99.6% | $10,827-99.7% |