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 | $23,604 | $92,222-74.4% | $76,768-69.3% | $135,375-82.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -6.91% | 5.46%-12.4pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $776 | $3,216-75.9% | $2,485-68.8% | $4,779-83.8% |
| Participant deferral / active EE | $2,959 | $4,509-34.4% | $3,852-23.2% | $5,609-47.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |