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 | $11,814 | $40,256-70.7% | $57,343-79.4% | $59,632-80.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.06% | 27.49%-27.4pp | 24.39%-24.3pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $799 | $1,922-58.4% | $2,689-70.3% | $2,203-63.7% |
| Participant deferral / active EE | $833 | $2,399-65.3% | $3,162-73.7% | $3,192-73.9% |
| Admin fee / account holder | $46 | $2,818-98.4% | $3,356-98.6% | $4,297-98.9% |