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 | $44,597 | $69,518-35.8% | $59,878-25.5% | $135,375-67.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.26% | 7.94%-11.2pp | 3.46%-6.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,485 | $3,235-23.2% | $2,722-8.7% | $4,779-48.0% |
| Participant deferral / active EE | $2,600 | $4,206-38.2% | $3,402-23.6% | $5,609-53.6% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |