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 | $24,517 | $112,300-78.2% | $90,223-72.8% | $125,391-80.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -1.34% | -0.57%-0.8pp | 1.31%-2.7pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,625 | $5,181-68.6% | $4,378-62.9% | $4,866-66.6% |
| Participant deferral / active EE | $3,133 | $6,733-53.5% | $5,792-45.9% | $5,352-41.4% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |