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 | $17,010 | $107,015-84.1% | $73,545-76.9% | $147,584-88.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 10.69% | 38.25%-27.6pp | -15.16%+25.9pp | 578.55%-567.9pp |
| Employer contribution / active EE | $861 | $1,760-51.1% | $1,219-29.3% | $4,876-82.3% |
| Participant deferral / active EE | $8,020 | $2,462+225.8% | $1,806+344.1% | $5,439+47.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |