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 | $11,434 | $64,307-82.2% | $57,343-80.1% | $125,391-90.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.84% | 25.12%-24.3pp | 24.39%-23.5pp | 282.22%-281.4pp |
| Employer contribution / active EE | $942 | $3,193-70.5% | $2,689-65.0% | $4,866-80.6% |
| Participant deferral / active EE | $2,042 | $3,848-46.9% | $3,162-35.4% | $5,352-61.8% |
| Admin fee / account holder | $110 | $5,242-97.9% | $3,356-96.7% | $9,540-98.8% |