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 8-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 | $33,358 | $127,100-73.8% | $105,738-68.5% | $135,375-75.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.82% | 4.49%-10.3pp | 6.27%-12.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,831 | $4,107-31.1% | $3,268-13.4% | $4,779-40.8% |
| Participant deferral / active EE | $3,600 | $5,064-28.9% | $4,080-11.8% | $5,609-35.8% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |