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 | $10,270 | $111,535-90.8% | $105,223-90.2% | $137,256-92.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 34.51% | 237.85%-203.3pp | 180.65%-146.1pp | 220.34%-185.8pp |
| Employer contribution / active EE | $954 | $3,939-75.8% | $3,689-74.1% | $4,156-77.0% |
| Participant deferral / active EE | $4,810 | $5,500-12.5% | $5,072-5.2% | $6,407-24.9% |
| Admin fee / account holder | $13 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |