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 | $36,257 | $95,193-61.9% | $76,523-52.6% | $135,375-73.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -1.95% | 4.85%-6.8pp | -0.27%-1.7pp | 519.73%-521.7pp |
| Employer contribution / active EE | $544 | $3,302-83.5% | $2,647-79.4% | $4,779-88.6% |
| Participant deferral / active EE | $1,440 | $4,639-69.0% | $3,835-62.5% | $5,609-74.3% |
| Admin fee / account holder | $82 | $6,249-98.7% | $4,848-98.3% | $10,827-99.2% |