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 | $12,738 | $90,600-85.9% | $79,464-84.0% | $135,375-90.6% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -7.26% | 977.43%-984.7pp | 718.14%-725.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $438 | $3,068-85.7% | $2,800-84.4% | $4,779-90.8% |
| Participant deferral / active EE | $4,410 | $4,050+8.9% | $3,704+19.1% | $5,609-21.4% |
| Admin fee / account holder | $15 | $5,907-99.8% | $5,113-99.7% | $10,827-99.9% |