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 | $17,880 | $45,152-60.4% | $73,843-75.8% | $59,632-70.0% |
| Participation rate | 98.6% | 64.0%+34.6pp | 73.4%+25.2pp | 68.7%+30.0pp |
| Annual return | -1.75% | 27.40%-29.1pp | 2267.84%-2269.6pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,714 | $1,902-9.9% | $2,787-38.5% | $2,203-22.2% |
| Participant deferral / active EE | $2,059 | $2,574-20.0% | $3,583-42.5% | $3,192-35.5% |
| Admin fee / account holder | $23 | $3,516-99.4% | $4,880-99.5% | $4,297-99.5% |