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 | $9,144 | $67,823-86.5% | $52,425-82.6% | $137,256-93.3% |
| Participation rate | 70.8% | 63.9%+6.9pp | 55.6%+15.2pp | 80.0%-9.1pp |
| Annual return | 23.75% | 219.11%-195.4pp | 302.12%-278.4pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,077 | $1,163-7.4% | $914+17.8% | $4,156-74.1% |
| Participant deferral / active EE | $1,540 | $2,288-32.7% | $1,790-14.0% | $6,407-76.0% |
| Admin fee / account holder | $24 | $2,844-99.2% | $2,495-99.0% | $12,270-99.8% |