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 | $14,363 | $84,695-83.0% | $73,843-80.5% | $125,391-88.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.50% | 3123.53%-3127.0pp | 2267.84%-2271.3pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,581 | $3,123-49.4% | $2,787-43.3% | $4,866-67.5% |
| Participant deferral / active EE | $1,343 | $3,992-66.4% | $3,583-62.5% | $5,352-74.9% |
| Admin fee / account holder | $284 | $5,691-95.0% | $4,880-94.2% | $9,540-97.0% |