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 | $22,489 | $87,540-74.3% | $75,781-70.3% | $125,391-82.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.88% | 13.48%-15.4pp | 9.68%-11.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,604 | $3,930-59.2% | $3,323-51.7% | $4,866-67.0% |
| Participant deferral / active EE | $3,888 | $4,229-8.1% | $3,651+6.5% | $5,352-27.4% |
| Admin fee / account holder | $193 | $6,502-97.0% | $5,299-96.4% | $9,540-98.0% |