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 | $16,373 | $41,854-60.9% | $73,843-77.8% | $52,331-68.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -0.62% | 2.11%-2.7pp | 2267.84%-2268.5pp | 4.54%-5.2pp |
| Employer contribution / active EE | $512 | $1,920-73.3% | $2,787-81.6% | $1,882-72.8% |
| Participant deferral / active EE | $881 | $2,498-64.7% | $3,583-75.4% | $3,022-70.9% |
| Admin fee / account holder | $35 | $493-92.9% | $4,880-99.3% | $592-94.1% |