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 5-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 | $7,789 | $72,071-89.2% | $68,368-88.6% | $137,256-94.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 15.46% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $651 | $2,788-76.6% | $2,649-75.4% | $4,156-84.3% |
| Participant deferral / active EE | $1,105 | $4,410-74.9% | $4,123-73.2% | $6,407-82.8% |
| Admin fee / account holder | $126 | $5,336-97.6% | $5,150-97.5% | $12,270-99.0% |