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 | $15,787 | $69,518-77.3% | $59,878-73.6% | $135,375-88.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.99% | 7.94%-14.9pp | 3.46%-10.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,550 | $3,235-21.2% | $2,722-6.3% | $4,779-46.6% |
| Participant deferral / active EE | $5,168 | $4,206+22.9% | $3,402+51.9% | $5,609-7.9% |
| Admin fee / account holder | $11 | $5,734-99.8% | $3,590-99.7% | $10,827-99.9% |