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 | $8,261 | $74,888-89.0% | $71,209-88.4% | $142,382-94.2% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 20.85% | 345.14%-324.3pp | 282.51%-261.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $890 | $2,854-68.8% | $2,721-67.3% | $4,299-79.3% |
| Participant deferral / active EE | $3,063 | $4,454-31.2% | $4,175-26.6% | $6,507-52.9% |
| Admin fee / account holder | $175 | $5,568-96.9% | $5,349-96.7% | $12,624-98.6% |