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 | $46,945 | $69,518-32.5% | $59,878-21.6% | $135,375-65.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.22% | 7.94%-15.2pp | 3.46%-10.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,207 | $3,235-31.8% | $2,722-18.9% | $4,779-53.8% |
| Participant deferral / active EE | $3,193 | $4,206-24.1% | $3,402-6.1% | $5,609-43.1% |
| Admin fee / account holder | $15 | $5,734-99.7% | $3,590-99.6% | $10,827-99.9% |