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 | $14,845 | $95,862-84.5% | $79,550-81.3% | $134,475-89.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -19.91% | -2.69%-17.2pp | 0.16%-20.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $5,311 | $3,128+69.8% | $2,413+120.1% | $4,740+12.1% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $131 | $9,126-98.6% | $6,832-98.1% | $11,426-98.9% |