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 | $24,374 | $86,699-71.9% | $73,307-66.8% | $125,391-80.6% |
| Participation rate | 85.7% | 78.6%+7.1pp | 74.9%+10.8pp | 83.2%+2.5pp |
| Annual return | -0.75% | 2.78%-3.5pp | 5.67%-6.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $7,469 | $4,152+79.9% | $3,237+130.7% | $4,866+53.5% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $105 | $7,771-98.7% | $5,637-98.1% | $9,540-98.9% |