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 | $13,455 | $107,015-87.4% | $73,545-81.7% | $147,584-90.9% |
| Participation rate | 87.5% | 66.4%+21.1pp | 54.9%+32.6pp | 82.8%+4.7pp |
| Annual return | 1.82% | 38.25%-36.4pp | -15.16%+17.0pp | 578.55%-576.7pp |
| Employer contribution / active EE | $571 | $1,760-67.6% | $1,219-53.2% | $4,876-88.3% |
| Participant deferral / active EE | $5,534 | $2,462+124.8% | $1,806+206.4% | $5,439+1.8% |
| Admin fee / account holder | $5 | $3,055-99.8% | $2,320-99.8% | $10,885-100.0% |