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 | $74,888-87.2% | $71,209-86.5% | $142,382-93.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 22.72% | 345.14%-322.4pp | 282.51%-259.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,069 | $2,854-27.5% | $2,721-24.0% | $4,299-51.9% |
| Participant deferral / active EE | $2,632 | $4,454-40.9% | $4,175-37.0% | $6,507-59.5% |
| Admin fee / account holder | $32 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |