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 | $13,890 | $69,518-80.0% | $59,878-76.8% | $135,375-89.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.58% | 7.94%-14.5pp | 3.46%-10.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $990 | $3,235-69.4% | $2,722-63.6% | $4,779-79.3% |
| Participant deferral / active EE | $3,590 | $4,206-14.6% | $3,402+5.5% | $5,609-36.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |