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 | $24,759 | $158,817-84.4% | $121,196-79.6% | $135,375-81.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.90% | -0.64%-3.3pp | 16.93%-20.8pp | 519.73%-523.6pp |
| Employer contribution / active EE | $249 | $5,665-95.6% | $4,022-93.8% | $4,779-94.8% |
| Participant deferral / active EE | $2,397 | $4,005-40.1% | $3,344-28.3% | $5,609-57.3% |
| Admin fee / account holder | $5 | $6,512-99.9% | $5,019-99.9% | $10,827-100.0% |