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 | $26,570 | $82,286-67.7% | $68,791-61.4% | $134,475-80.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.16% | -2.19%-16.0pp | -6.38%-11.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,479 | $3,301-24.9% | $2,655-6.6% | $4,740-47.7% |
| Participant deferral / active EE | $5,733 | $4,739+21.0% | $3,941+45.5% | $6,400-10.4% |
| Admin fee / account holder | $57 | $6,481-99.1% | $4,932-98.8% | $11,426-99.5% |