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 | $22,056 | $91,911-76.0% | $68,793-67.9% | $135,375-83.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.89% | -8.22%+1.3pp | -4.63%-2.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,088 | $3,924-46.8% | $2,625-20.5% | $4,779-56.3% |
| Participant deferral / active EE | $3,491 | $4,315-19.1% | $3,311+5.4% | $5,609-37.8% |
| Admin fee / account holder | $137 | $9,240-98.5% | $5,131-97.3% | $10,827-98.7% |