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 4-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 | $9,540 | $76,407-87.5% | $150,298-93.7% | $82,448-88.4% |
| Participation rate | 89.7% | 66.4%+23.3pp | 77.8%+11.9pp | 68.1%+21.6pp |
| Annual return | 30.62% | 39.99%-9.4pp | 62.79%-32.2pp | 41.64%-11.0pp |
| Employer contribution / active EE | $786 | $2,614-69.9% | $4,154-81.1% | $2,551-69.2% |
| Participant deferral / active EE | $1,522 | $3,214-52.7% | $5,453-72.1% | $4,139-63.2% |
| Admin fee / account holder | $200 | $6,352-96.8% | $14,116-98.6% | $7,234-97.2% |