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 | $16,967 | $87,705-80.7% | $63,517-73.3% | $125,391-86.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -3.46% | 21.70%-25.2pp | -70.30%+66.8pp | 282.22%-285.7pp |
| Employer contribution / active EE | $4,013 | $3,601+11.5% | $2,322+72.8% | $4,866-17.5% |
| Participant deferral / active EE | $6,086 | $3,939+54.5% | $2,953+106.1% | $5,352+13.7% |
| Admin fee / account holder | $47 | $11,948-99.6% | $5,892-99.2% | $9,540-99.5% |