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 | $15,944 | $104,106-84.7% | $71,086-77.6% | $135,375-88.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -3.08% | 1256.30%-1259.4pp | 650.59%-653.7pp | 519.73%-522.8pp |
| Employer contribution / active EE | $3,886 | $1,485+161.7% | $1,088+257.2% | $4,779-18.7% |
| Participant deferral / active EE | $706 | $2,527-72.0% | $1,874-62.3% | $5,609-87.4% |
| Admin fee / account holder | $132 | $4,142-96.8% | $3,082-95.7% | $10,827-98.8% |