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 | $23,702 | $87,540-72.9% | $75,781-68.7% | $125,391-81.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.17% | 13.48%-15.7pp | 9.68%-11.9pp | 282.22%-284.4pp |
| Employer contribution / active EE | $10,786 | $3,930+174.5% | $3,323+224.6% | $4,866+121.7% |
| Participant deferral / active EE | $9,219 | $4,229+118.0% | $3,651+152.5% | $5,352+72.3% |
| Admin fee / account holder | $82 | $6,502-98.7% | $5,299-98.5% | $9,540-99.1% |