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 | $15,647 | $85,790-81.8% | $67,313-76.8% | $135,375-88.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.71% | -0.54%-5.2pp | -4.08%-1.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,482 | $3,487-57.5% | $2,566-42.2% | $4,779-69.0% |
| Participant deferral / active EE | $4,275 | $4,651-8.1% | $3,568+19.8% | $5,609-23.8% |
| Admin fee / account holder | $186 | $6,392-97.1% | $4,507-95.9% | $10,827-98.3% |