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 | $14,422 | $97,757-85.2% | $83,848-82.8% | $135,375-89.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.65% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,387 | $4,222-67.2% | $3,631-61.8% | $4,779-71.0% |
| Participant deferral / active EE | $3,198 | $4,682-31.7% | $4,082-21.7% | $5,609-43.0% |
| Admin fee / account holder | $59 | $6,674-99.1% | $5,478-98.9% | $10,827-99.5% |