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 7-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 | $12,679 | $82,286-84.6% | $68,791-81.6% | $134,475-90.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.79% | -2.19%-15.6pp | -6.38%-11.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $742 | $3,301-77.5% | $2,655-72.0% | $4,740-84.3% |
| Participant deferral / active EE | $2,302 | $4,739-51.4% | $3,941-41.6% | $6,400-64.0% |
| Admin fee / account holder | $221 | $6,481-96.6% | $4,932-95.5% | $11,426-98.1% |