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 | $21,425 | $87,705-75.6% | $63,517-66.3% | $125,391-82.9% |
| Participation rate | 81.0% | 77.0%+3.9pp | 71.0%+9.9pp | 83.2%-2.2pp |
| Annual return | 0.00% | 21.70%-21.7pp | -70.30%+70.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $713 | $3,601-80.2% | $2,322-69.3% | $4,866-85.4% |
| Participant deferral / active EE | $1,752 | $3,939-55.5% | $2,953-40.7% | $5,352-67.3% |
| Admin fee / account holder | $89 | $11,948-99.3% | $5,892-98.5% | $9,540-99.1% |