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 | $42,766 | $85,790-50.1% | $67,313-36.5% | $135,375-68.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.38% | -0.54%-8.8pp | -4.08%-5.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $12,651 | $3,487+262.8% | $2,566+393.1% | $4,779+164.7% |
| Participant deferral / active EE | $5,500 | $4,651+18.3% | $3,568+54.1% | $5,609-1.9% |
| Admin fee / account holder | $15 | $6,392-99.8% | $4,507-99.7% | $10,827-99.9% |