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 | $26,399 | $42,894-38.5% | $60,874-56.6% | $68,494-61.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.64% | -13.98%-0.7pp | 16.90%-31.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,543 | $1,978-22.0% | $2,701-42.9% | $2,596-40.6% |
| Participant deferral / active EE | $2,556 | $2,867-10.8% | $3,817-33.0% | $4,027-36.5% |
| Admin fee / account holder | $124 | $3,101-96.0% | $3,224-96.2% | $5,403-97.7% |