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 9-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 | $13,857 | $107,015-87.1% | $73,545-81.2% | $147,584-90.6% |
| Participation rate | 71.4% | 66.4%+5.0pp | 54.9%+16.5pp | 82.8%-11.4pp |
| Annual return | 22.22% | 38.25%-16.0pp | -15.16%+37.4pp | 578.55%-556.3pp |
| Employer contribution / active EE | $761 | $1,760-56.7% | $1,219-37.5% | $4,876-84.4% |
| Participant deferral / active EE | $3,760 | $2,462+52.8% | $1,806+108.2% | $5,439-30.9% |
| Admin fee / account holder | $151 | $3,055-95.0% | $2,320-93.5% | $10,885-98.6% |