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 7-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 | $11,187 | $104,974-89.3% | $95,585-88.3% | $142,382-92.1% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 19.22% | 210.33%-191.1pp | 38.56%-19.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $780 | $2,779-71.9% | $2,527-69.1% | $4,299-81.9% |
| Participant deferral / active EE | $1,407 | $4,352-67.7% | $4,023-65.0% | $6,507-78.4% |
| Admin fee / account holder | $22 | $6,386-99.7% | $6,127-99.6% | $12,624-99.8% |