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 | $40,699 | $107,015-62.0% | $73,545-44.7% | $147,584-72.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 9.86% | 38.25%-28.4pp | -15.16%+25.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $814 | $1,760-53.8% | $1,219-33.3% | $4,876-83.3% |
| Participant deferral / active EE | $3,290 | $2,462+33.7% | $1,806+82.2% | $5,439-39.5% |
| Admin fee / account holder | $67 | $3,055-97.8% | $2,320-97.1% | $10,885-99.4% |