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 | $11,432 | $90,320-87.3% | $59,496-80.8% | $125,391-90.9% |
| Participation rate | 83.3% | 68.3%+15.0pp | 54.6%+28.8pp | 83.2%+0.1pp |
| Annual return | -0.37% | 369.13%-369.5pp | 182.05%-182.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,437 | $1,792-19.8% | $1,153+24.6% | $4,866-70.5% |
| Participant deferral / active EE | $2,000 | $2,716-26.4% | $1,829+9.3% | $5,352-62.6% |
| Admin fee / account holder | $52 | $3,063-98.3% | $2,232-97.7% | $9,540-99.5% |