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 | $22,865 | $92,222-75.2% | $76,768-70.2% | $135,375-83.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -4.60% | 5.46%-10.1pp | 2.43%-7.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $900 | $3,216-72.0% | $2,485-63.8% | $4,779-81.2% |
| Participant deferral / active EE | $1,801 | $4,509-60.1% | $3,852-53.2% | $5,609-67.9% |
| Admin fee / account holder | $154 | $10,748-98.6% | $6,675-97.7% | $10,827-98.6% |