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 8-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 | $8,565 | $32,117-73.3% | $71,086-88.0% | $64,186-86.7% |
| Participation rate | 84.3% | 42.7%+41.6pp | 54.7%+29.7pp | 69.6%+14.7pp |
| Annual return | -5.95% | -5.57%-0.4pp | 650.59%-656.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,297 | $712+362.9% | $1,088+203.1% | $2,381+38.5% |
| Participant deferral / active EE | $582 | $1,263-53.9% | $1,874-68.9% | $3,470-83.2% |
| Admin fee / account holder | $63 | $2,759-97.7% | $3,082-98.0% | $4,888-98.7% |