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 | $15,086 | $69,518-78.3% | $59,878-74.8% | $135,375-88.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.86% | 7.94%-10.8pp | 3.46%-6.3pp | 519.73%-522.6pp |
| Employer contribution / active EE | $743 | $3,235-77.0% | $2,722-72.7% | $4,779-84.5% |
| Participant deferral / active EE | $776 | $4,206-81.6% | $3,402-77.2% | $5,609-86.2% |
| Admin fee / account holder | $227 | $5,734-96.0% | $3,590-93.7% | $10,827-97.9% |