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 | $26,181 | $40,256-35.0% | $57,343-54.3% | $59,632-56.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.75% | 27.49%-28.2pp | 24.39%-25.1pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,259 | $1,922+17.5% | $2,689-16.0% | $2,203+2.5% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $292 | $2,818-89.6% | $3,356-91.3% | $4,297-93.2% |