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 | $16,985 | $67,331-74.8% | $60,874-72.1% | $134,475-87.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.66% | 49.93%-60.6pp | 16.90%-27.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,440 | $4,538-68.3% | $3,817-62.3% | $6,400-77.5% |
| Admin fee / account holder | $15 | $4,582-99.7% | $3,224-99.5% | $11,426-99.9% |