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 | $30,610 | $100,754-69.6% | $86,677-64.7% | $134,475-77.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.13% | 29.04%-48.2pp | 35.91%-55.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,344 | $3,489-61.5% | $2,836-52.6% | $4,740-71.6% |
| Participant deferral / active EE | $3,718 | $5,338-30.3% | $4,656-20.1% | $6,400-41.9% |
| Admin fee / account holder | $30 | $10,926-99.7% | $7,493-99.6% | $11,426-99.7% |