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 | $13,181 | $107,015-87.7% | $73,545-82.1% | $147,584-91.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 11.39% | 38.25%-26.9pp | -15.16%+26.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $4,000 | $1,760+127.3% | $1,219+228.1% | $4,876-18.0% |
| Participant deferral / active EE | $1,112 | $2,462-54.8% | $1,806-38.4% | $5,439-79.6% |
| Admin fee / account holder | $200 | $3,055-93.5% | $2,320-91.4% | $10,885-98.2% |