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 3-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 | $13,833 | $95,862-85.6% | $79,550-82.6% | $134,475-89.7% |
| Participation rate | 84.2% | 75.0%+9.2pp | 69.5%+14.7pp | 81.2%+3.0pp |
| Annual return | -19.57% | -2.69%-16.9pp | 0.16%-19.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,989 | $4,693-36.3% | $3,985-25.0% | $6,400-53.3% |
| Admin fee / account holder | $234 | $9,126-97.4% | $6,832-96.6% | $11,426-98.0% |