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 | $7,415 | $32,117-76.9% | $71,086-89.6% | $64,186-88.4% |
| Participation rate | 85.7% | 42.7%+43.0pp | 54.7%+31.1pp | 69.6%+16.1pp |
| Annual return | -5.73% | -5.57%-0.2pp | 650.59%-656.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,405 | $712+97.3% | $1,088+29.2% | $2,381-41.0% |
| Participant deferral / active EE | $511 | $1,263-59.5% | $1,874-72.7% | $3,470-85.3% |
| Admin fee / account holder | $232 | $2,759-91.6% | $3,082-92.5% | $4,888-95.2% |