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 | $12,525 | $90,519-86.2% | $93,789-86.6% | $134,475-90.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -10.07% | -15.72%+5.7pp | -11.33%+1.3pp | 417.96%-428.0pp |
| Employer contribution / active EE | $2,500 | $4,343-42.4% | $4,323-42.2% | $4,740-47.3% |
| Participant deferral / active EE | $0 | $5,978-100.0% | $6,094-100.0% | $6,400-100.0% |
| Admin fee / account holder | $111 | $9,252-98.8% | $7,195-98.5% | $11,426-99.0% |