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 | $20,764 | $105,860-80.4% | $90,749-77.1% | $134,475-84.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.87% | -11.01%-6.9pp | -12.16%-5.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,184 | $3,462-65.8% | $2,921-59.5% | $4,740-75.0% |
| Participant deferral / active EE | $2,469 | $5,216-52.7% | $4,564-45.9% | $6,400-61.4% |
| Admin fee / account holder | $36 | $13,938-99.7% | $8,445-99.6% | $11,426-99.7% |