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 | $15,459 | $75,935-79.6% | $60,547-74.5% | $125,391-87.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.92% | -5.38%+2.5pp | 335.64%-338.6pp | 282.22%-285.1pp |
| Employer contribution / active EE | $3,225 | $3,438-6.2% | $2,419+33.3% | $4,866-33.7% |
| Participant deferral / active EE | $4,377 | $4,506-2.9% | $3,328+31.5% | $5,352-18.2% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |