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 | $16,008 | $76,000-78.9% | $154,107-89.6% | $64,186-75.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.66% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,071 | $3,351+51.4% | $5,298-4.3% | $2,381+113.0% |
| Participant deferral / active EE | $1,288 | $3,175-59.4% | $5,081-74.7% | $3,470-62.9% |
| Admin fee / account holder | $157 | $5,596-97.2% | $13,411-98.8% | $4,888-96.8% |