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 | $80,717-88.2% | $154,803-93.8% | $84,808-88.8% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 30.62% | 37.96%-7.3pp | 58.88%-28.3pp | 40.90%-10.3pp |
| Employer contribution / active EE | $786 | $2,761-71.5% | $4,305-81.7% | $2,631-70.1% |
| Participant deferral / active EE | $1,522 | $3,303-53.9% | $5,540-72.5% | $4,212-63.9% |
| Admin fee / account holder | $200 | $6,746-97.0% | $14,329-98.6% | $7,344-97.3% |