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 7-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 | $13,796 | $95,862-85.6% | $79,550-82.7% | $134,475-89.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -18.75% | -2.69%-16.1pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $989 | $3,128-68.4% | $2,413-59.0% | $4,740-79.1% |
| Participant deferral / active EE | $2,432 | $4,693-48.2% | $3,985-39.0% | $6,400-62.0% |
| Admin fee / account holder | $126 | $9,126-98.6% | $6,832-98.2% | $11,426-98.9% |