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 | $21,609 | $42,383-49.0% | $76,523-71.8% | $64,186-66.3% |
| Participation rate | 84.0% | 58.1%+25.9pp | 68.0%+16.0pp | 69.6%+14.4pp |
| Annual return | -6.62% | -16.54%+9.9pp | -0.27%-6.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $343 | $1,563-78.1% | $2,647-87.0% | $2,381-85.6% |
| Participant deferral / active EE | $1,900 | $2,566-26.0% | $3,835-50.5% | $3,470-45.2% |
| Admin fee / account holder | $43 | $3,198-98.7% | $4,848-99.1% | $4,888-99.1% |