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 | $21,809 | $92,222-76.4% | $76,768-71.6% | $135,375-83.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.84% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,060 | $3,216-35.9% | $2,485-17.1% | $4,779-56.9% |
| Participant deferral / active EE | $10,263 | $4,509+127.6% | $3,852+166.5% | $5,609+83.0% |
| Admin fee / account holder | $142 | $10,748-98.7% | $6,675-97.9% | $10,827-98.7% |