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 8-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 | $25,919 | $112,096-76.9% | $95,952-73.0% | $158,922-83.7% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 17.57% | 171.09%-153.5pp | 91.61%-74.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $682 | $3,198-78.7% | $2,541-73.2% | $4,761-85.7% |
| Participant deferral / active EE | $8,163 | $4,784+70.6% | $4,167+95.9% | $5,982+36.5% |
| Admin fee / account holder | $116 | $10,130-98.9% | $6,795-98.3% | $11,246-99.0% |