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 | $28,098 | $95,193-70.5% | $76,523-63.3% | $135,375-79.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.20% | 4.85%-11.1pp | -0.27%-5.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,529 | $3,302-23.4% | $2,647-4.5% | $4,779-47.1% |
| Participant deferral / active EE | $3,326 | $4,639-28.3% | $3,835-13.3% | $5,609-40.7% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |