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 | $22,172 | $92,222-76.0% | $76,768-71.1% | $135,375-83.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.52% | 5.46%-13.0pp | 2.43%-9.9pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,679 | $3,216-47.8% | $2,485-32.5% | $4,779-64.9% |
| Participant deferral / active EE | $4,326 | $4,509-4.1% | $3,852+12.3% | $5,609-22.9% |
| Admin fee / account holder | $293 | $10,748-97.3% | $6,675-95.6% | $10,827-97.3% |