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 | $16,400 | $107,015-84.7% | $73,545-77.7% | $147,584-88.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 9.19% | 38.25%-29.1pp | -15.16%+24.4pp | 578.55%-569.4pp |
| Employer contribution / active EE | $900 | $1,760-48.9% | $1,219-26.2% | $4,876-81.5% |
| Participant deferral / active EE | $900 | $2,462-63.4% | $1,806-50.2% | $5,439-83.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |