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 3-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 | $8,584 | $107,452-92.0% | $91,541-90.6% | $142,382-94.0% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 24.18% | 22.06%+2.1pp | 20.50%+3.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,135 | $2,994-62.1% | $2,505-54.7% | $4,299-73.6% |
| Participant deferral / active EE | $2,756 | $4,754-42.0% | $4,008-31.2% | $6,507-57.6% |
| Admin fee / account holder | $46 | $8,834-99.5% | $6,956-99.3% | $12,624-99.6% |