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 | $102,245-91.6% | $89,340-90.4% | $137,256-93.7% |
| Participation rate | 87.5% | 74.9%+12.6pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 24.18% | 21.89%+2.3pp | 20.57%+3.6pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,135 | $2,529-55.1% | $2,231-49.1% | $4,156-72.7% |
| Participant deferral / active EE | $2,756 | $4,436-37.9% | $3,823-27.9% | $6,407-57.0% |
| Admin fee / account holder | $46 | $8,085-99.4% | $6,704-99.3% | $12,270-99.6% |