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 | $13,350 | $107,015-87.5% | $73,545-81.8% | $147,584-91.0% |
| Participation rate | 75.0% | 66.4%+8.6pp | 54.9%+20.1pp | 82.8%-7.8pp |
| Annual return | 17.91% | 38.25%-20.3pp | -15.16%+33.1pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,196 | $1,760-32.0% | $1,219-1.9% | $4,876-75.5% |
| Participant deferral / active EE | $1,495 | $2,462-39.3% | $1,806-17.2% | $5,439-72.5% |
| Admin fee / account holder | $1 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |