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 | $15,075 | $69,518-78.3% | $59,878-74.8% | $135,375-88.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.26% | 7.94%-13.2pp | 3.46%-8.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,127 | $3,235-65.1% | $2,722-58.6% | $4,779-76.4% |
| Participant deferral / active EE | $1,686 | $4,206-59.9% | $3,402-50.4% | $5,609-69.9% |
| Admin fee / account holder | $17 | $5,734-99.7% | $3,590-99.5% | $10,827-99.8% |