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 | $9,304 | $109,817-91.5% | $98,442-90.5% | $167,490-94.4% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 15.48% | 1956.69%-1941.2pp | 1492.73%-1477.2pp | 478.56%-463.1pp |
| Employer contribution / active EE | $734 | $3,224-77.2% | $2,960-75.2% | $4,837-84.8% |
| Participant deferral / active EE | $4,366 | $4,673-6.6% | $4,276+2.1% | $6,341-31.2% |
| Admin fee / account holder | $99 | $6,753-98.5% | $5,949-98.3% | $12,309-99.2% |