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 | $24,306 | $54,229-55.2% | $70,092-65.3% | $68,494-64.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.16% | -13.87%-3.3pp | 190.73%-207.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $7,072 | $2,018+250.4% | $2,559+176.4% | $2,596+172.4% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $52 | $4,694-98.9% | $6,267-99.2% | $5,403-99.0% |