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 | $11,584 | $64,307-82.0% | $57,343-79.8% | $125,391-90.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.13% | 25.12%-25.0pp | 24.39%-24.3pp | 282.22%-282.1pp |
| Employer contribution / active EE | $861 | $3,193-73.0% | $2,689-68.0% | $4,866-82.3% |
| Participant deferral / active EE | $1,487 | $3,848-61.3% | $3,162-53.0% | $5,352-72.2% |
| Admin fee / account holder | $15 | $5,242-99.7% | $3,356-99.6% | $9,540-99.8% |