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 | $2,824 | $51,638-94.5% | $68,368-95.9% | $82,448-96.6% |
| Participation rate | 74.0% | 63.6%+10.4pp | 73.8%+0.2pp | 68.1%+5.9pp |
| Annual return | 21.99% | 37.53%-15.5pp | 292.57%-270.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $262 | $2,047-87.2% | $2,649-90.1% | $2,551-89.7% |
| Participant deferral / active EE | $881 | $2,914-69.8% | $4,123-78.6% | $4,139-78.7% |
| Admin fee / account holder | $89 | $4,643-98.1% | $5,150-98.3% | $7,234-98.8% |