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 | $10,912 | $117,690-90.7% | $71,735-84.8% | $134,475-91.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -18.29% | 25.44%-43.7pp | 9.14%-27.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,479 | $2,525-41.4% | $1,704-13.2% | $4,740-68.8% |
| Participant deferral / active EE | $3,164 | $3,759-15.8% | $2,658+19.1% | $6,400-50.6% |
| Admin fee / account holder | $39 | $6,379-99.4% | $3,974-99.0% | $11,426-99.7% |