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 | $21,101 | $91,911-77.0% | $68,793-69.3% | $135,375-84.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -9.61% | -8.22%-1.4pp | -4.63%-5.0pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,584 | $3,924-8.6% | $2,625+36.5% | $4,779-25.0% |
| Participant deferral / active EE | $6,071 | $4,315+40.7% | $3,311+83.4% | $5,609+8.2% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |