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 | $27,270 | $69,518-60.8% | $59,878-54.5% | $135,375-79.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.70% | 7.94%-15.6pp | 3.46%-11.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $4,413 | $3,235+36.4% | $2,722+62.1% | $4,779-7.7% |
| Participant deferral / active EE | $7,145 | $4,206+69.9% | $3,402+110.0% | $5,609+27.4% |
| Admin fee / account holder | $15 | $5,734-99.7% | $3,590-99.6% | $10,827-99.9% |