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 5-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 | $13,967 | $67,214-79.2% | $61,491-77.3% | $134,475-89.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.63% | -12.08%-5.6pp | -12.98%-4.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,212 | $4,974-35.4% | $4,246-24.4% | $4,740-32.2% |
| Participant deferral / active EE | $6,738 | $6,103+10.4% | $5,188+29.9% | $6,400+5.3% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,426-100.0% |