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 | $24,948 | $105,860-76.4% | $90,749-72.5% | $134,475-81.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.06% | -11.01%+0.9pp | -12.16%+2.1pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,201 | $3,462-65.3% | $2,921-58.9% | $4,740-74.7% |
| Participant deferral / active EE | $3,214 | $5,216-38.4% | $4,564-29.6% | $6,400-49.8% |
| Admin fee / account holder | $54 | $13,938-99.6% | $8,445-99.4% | $11,426-99.5% |