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 5-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 | $10,530 | $100,773-89.6% | $88,946-88.2% | $142,382-92.6% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 21.55% | 70.18%-48.6pp | 57.82%-36.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $463 | $2,918-84.1% | $2,555-81.9% | $4,299-89.2% |
| Participant deferral / active EE | $1,024 | $5,230-80.4% | $4,581-77.6% | $6,507-84.3% |
| Admin fee / account holder | $57 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |