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 7-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 | $12,616 | $57,541-78.1% | $95,745-86.8% | $75,163-83.2% |
| Participation rate | 75.0% | 62.5%+12.5pp | 72.3%+2.7pp | 67.2%+7.8pp |
| Annual return | 21.76% | 34.93%-13.2pp | 28.35%-6.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $837 | $1,808-53.7% | $2,835-70.5% | $2,670-68.7% |
| Participant deferral / active EE | $1,504 | $3,074-51.1% | $4,245-64.6% | $4,125-63.5% |
| Admin fee / account holder | $104 | $4,099-97.5% | $5,678-98.2% | $5,651-98.2% |