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 | $8,711 | $35,183-75.2% | $73,545-88.2% | $70,131-87.6% |
| Participation rate | 89.4% | 42.9%+46.4pp | 54.9%+34.4pp | 69.5%+19.8pp |
| Annual return | 16.22% | 26.90%-10.7pp | -15.16%+31.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,767 | $709+149.3% | $1,219+44.9% | $2,342-24.6% |
| Participant deferral / active EE | $1,071 | $1,220-12.2% | $1,806-40.7% | $3,332-67.9% |
| Admin fee / account holder | $53 | $2,302-97.7% | $2,320-97.7% | $4,645-98.8% |