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 | $16,249 | $97,044-83.3% | $83,333-80.5% | $135,375-88.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.87% | 12.31%-17.2pp | 10.63%-15.5pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,037 | $4,143-2.6% | $3,379+19.5% | $4,779-15.5% |
| Participant deferral / active EE | $4,083 | $5,964-31.5% | $5,565-26.6% | $5,609-27.2% |
| Admin fee / account holder | $61 | $8,380-99.3% | $7,510-99.2% | $10,827-99.4% |