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 | $21,613 | $111,724-80.7% | $93,606-76.9% | $145,922-85.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 0.00% | 202.98%-203.0pp | 133.20%-133.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $3,701 | $3,090+19.8% | $2,420+52.9% | $4,660-20.6% |
| Participant deferral / active EE | $12,195 | $4,912+148.3% | $4,411+176.4% | $6,688+82.3% |
| Admin fee / account holder | $73 | $10,250-99.3% | $8,285-99.1% | $13,397-99.5% |