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 | $14,322 | $73,867-80.6% | $143,757-90.0% | $68,494-79.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.27% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,445 | $3,184-54.6% | $4,951-70.8% | $2,596-44.3% |
| Participant deferral / active EE | $1,817 | $3,384-46.3% | $5,637-67.8% | $4,027-54.9% |
| Admin fee / account holder | $249 | $5,755-95.7% | $14,673-98.3% | $5,403-95.4% |