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 | $17,379 | $91,911-81.1% | $68,793-74.7% | $135,375-87.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -8.23% | -8.22%0pp | -4.63%-3.6pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,424 | $3,924-12.7% | $2,625+30.4% | $4,779-28.4% |
| Participant deferral / active EE | $1,679 | $4,315-61.1% | $3,311-49.3% | $5,609-70.1% |
| Admin fee / account holder | $66 | $9,240-99.3% | $5,131-98.7% | $10,827-99.4% |