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 | $22,742 | $142,344-84.0% | $119,609-81.0% | $134,475-83.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.23% | -12.44%+3.2pp | -14.97%+5.7pp | 417.96%-427.2pp |
| Employer contribution / active EE | $2,400 | $5,222-54.0% | $4,232-43.3% | $4,740-49.4% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $171 | $13,584-98.7% | $10,323-98.3% | $11,426-98.5% |