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 | $68,381 | $167,484-59.2% | $151,611-54.9% | $134,475-49.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.54% | 7.80%-25.3pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,050 | $6,829-55.3% | $6,166-50.5% | $4,740-35.7% |
| Participant deferral / active EE | $4,761 | $8,986-47.0% | $8,363-43.1% | $6,400-25.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |