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 | $13,117 | $91,911-85.7% | $68,793-80.9% | $135,375-90.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.15% | -8.22%+2.1pp | -4.63%-1.5pp | 519.73%-525.9pp |
| Employer contribution / active EE | $276 | $3,924-93.0% | $2,625-89.5% | $4,779-94.2% |
| Participant deferral / active EE | $2,208 | $4,315-48.8% | $3,311-33.3% | $5,609-60.6% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |