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 | $22,415 | $87,540-74.4% | $75,781-70.4% | $125,391-82.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.62% | 13.48%-16.1pp | 9.68%-12.3pp | 282.22%-284.8pp |
| Employer contribution / active EE | $10,000 | $3,930+154.5% | $3,323+200.9% | $4,866+105.5% |
| Participant deferral / active EE | $1,055 | $4,229-75.1% | $3,651-71.1% | $5,352-80.3% |
| Admin fee / account holder | $115 | $6,502-98.2% | $5,299-97.8% | $9,540-98.8% |