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 | $21,266 | $92,222-76.9% | $76,768-72.3% | $135,375-84.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.54% | 5.46%-10.0pp | 2.43%-7.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,232 | $3,216+31.6% | $2,485+70.3% | $4,779-11.4% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $245 | $10,748-97.7% | $6,675-96.3% | $10,827-97.7% |