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 4-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 | $12,580 | $95,862-86.9% | $79,550-84.2% | $134,475-90.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -20.22% | -2.69%-17.5pp | 0.16%-20.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,375 | $3,128-56.0% | $2,413-43.0% | $4,740-71.0% |
| Participant deferral / active EE | $4,991 | $4,693+6.4% | $3,985+25.2% | $6,400-22.0% |
| Admin fee / account holder | $205 | $9,126-97.7% | $6,832-97.0% | $11,426-98.2% |