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 | $9,078 | $85,022-89.3% | $70,515-87.1% | $139,434-93.5% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.3%+3.1pp | 80.3%-8.9pp |
| Annual return | 41.71% | 30.38%+11.3pp | 32.77%+8.9pp | 372.94%-331.2pp |
| Employer contribution / active EE | $1,601 | $3,909-59.0% | $2,973-46.1% | $4,751-66.3% |
| Participant deferral / active EE | $2,817 | $5,890-52.2% | $4,567-38.3% | $6,710-58.0% |
| Admin fee / account holder | $8 | $8,906-99.9% | $6,412-99.9% | $11,403-99.9% |