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 | $10,926 | $40,256-72.9% | $57,343-80.9% | $59,632-81.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.75% | 27.49%-29.2pp | 24.39%-26.1pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $531 | $1,922-72.3% | $2,689-80.2% | $2,203-75.9% |
| Participant deferral / active EE | $1,024 | $2,399-57.3% | $3,162-67.6% | $3,192-67.9% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |