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 | $21,553 | $95,193-77.4% | $76,523-71.8% | $135,375-84.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.62% | 4.85%-8.5pp | -0.27%-3.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,299 | $3,302-30.4% | $2,647-13.2% | $4,779-51.9% |
| Participant deferral / active EE | $6,125 | $4,639+32.0% | $3,835+59.7% | $5,609+9.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |