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 5-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 | $14,220 | $95,862-85.2% | $79,550-82.1% | $134,475-89.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -11.88% | -2.69%-9.2pp | 0.16%-12.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,448 | $3,128-53.7% | $2,413-40.0% | $4,740-69.4% |
| Participant deferral / active EE | $6,410 | $4,693+36.6% | $3,985+60.8% | $6,400+0.2% |
| Admin fee / account holder | $82 | $9,126-99.1% | $6,832-98.8% | $11,426-99.3% |