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 | $30,158 | $69,518-56.6% | $59,878-49.6% | $135,375-77.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.37% | 7.94%-12.3pp | 3.46%-7.8pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,405 | $3,235-56.6% | $2,722-48.4% | $4,779-70.6% |
| Participant deferral / active EE | $3,002 | $4,206-28.6% | $3,402-11.8% | $5,609-46.5% |
| Admin fee / account holder | $262 | $5,734-95.4% | $3,590-92.7% | $10,827-97.6% |