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 5-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 | $13,420 | $93,071-85.6% | $74,583-82.0% | $273,961-95.1% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,790 | $3,160+19.9% | $2,525+50.1% | $4,869-22.2% |
| Participant deferral / active EE | $7,969 | $4,160+91.6% | $3,458+130.5% | $5,287+50.7% |
| Admin fee / account holder | $11 | $5,272-99.8% | $4,138-99.7% | $10,132-99.9% |