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 | $9,622 | $72,071-86.6% | $68,368-85.9% | $137,256-93.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 22.72% | 353.14%-330.4pp | 292.57%-269.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,069 | $2,788-25.8% | $2,649-21.9% | $4,156-50.2% |
| Participant deferral / active EE | $2,632 | $4,410-40.3% | $4,123-36.2% | $6,407-58.9% |
| Admin fee / account holder | $32 | $5,336-99.4% | $5,150-99.4% | $12,270-99.7% |