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 | $33,750 | $99,032-65.9% | $80,019-57.8% | $135,375-75.1% |
| Participation rate | 86.4% | 78.4%+8.0pp | 75.8%+10.5pp | 82.6%+3.7pp |
| Annual return | -6.90% | 15.39%-22.3pp | 11.22%-18.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $908 | $3,043-70.2% | $2,468-63.2% | $4,779-81.0% |
| Participant deferral / active EE | $2,005 | $4,282-53.2% | $3,686-45.6% | $5,609-64.2% |
| Admin fee / account holder | $254 | $10,436-97.6% | $6,521-96.1% | $10,827-97.7% |