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 | $15,990 | $90,600-82.4% | $79,464-79.9% | $135,375-88.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.52% | 977.43%-981.9pp | 718.14%-722.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $302 | $3,068-90.2% | $2,800-89.2% | $4,779-93.7% |
| Participant deferral / active EE | $2,077 | $4,050-48.7% | $3,704-43.9% | $5,609-63.0% |
| Admin fee / account holder | $57 | $5,907-99.0% | $5,113-98.9% | $10,827-99.5% |