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 | $27,425 | $85,790-68.0% | $67,313-59.3% | $135,375-79.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.72% | -0.54%-8.2pp | -4.08%-4.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,034 | $3,487-41.7% | $2,566-20.7% | $4,779-57.4% |
| Participant deferral / active EE | $2,794 | $4,651-39.9% | $3,568-21.7% | $5,609-50.2% |
| Admin fee / account holder | $163 | $6,392-97.5% | $4,507-96.4% | $10,827-98.5% |