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 | $82,594 | $176,377-53.2% | $134,143-38.4% | $158,922-48.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.36% | 63.63%-59.3pp | 36.33%-32.0pp | 302.83%-298.5pp |
| Employer contribution / active EE | $1,016 | $5,040-79.8% | $3,704-72.6% | $4,761-78.7% |
| Participant deferral / active EE | $143 | $4,091-96.5% | $3,499-95.9% | $5,982-97.6% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |