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 | $16,881 | $73,867-77.1% | $143,757-88.3% | $68,494-75.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.77% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,619 | $3,184-49.2% | $4,951-67.3% | $2,596-37.6% |
| Participant deferral / active EE | $1,672 | $3,384-50.6% | $5,637-70.3% | $4,027-58.5% |
| Admin fee / account holder | $212 | $5,755-96.3% | $14,673-98.6% | $5,403-96.1% |