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 | $12,078 | $74,888-83.9% | $71,209-83.0% | $142,382-91.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 19.05% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $613 | $2,854-78.5% | $2,721-77.5% | $4,299-85.7% |
| Participant deferral / active EE | $1,008 | $4,454-77.4% | $4,175-75.8% | $6,507-84.5% |
| Admin fee / account holder | $126 | $5,568-97.7% | $5,349-97.7% | $12,624-99.0% |