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 | $9,923 | $67,331-85.3% | $60,874-83.7% | $134,475-92.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.27% | 49.93%-65.2pp | 16.90%-32.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $733 | $3,096-76.3% | $2,701-72.9% | $4,740-84.5% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $60 | $4,582-98.7% | $3,224-98.1% | $11,426-99.5% |