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 7-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 | $8,942 | $56,053-84.0% | $75,972-88.2% | $80,856-88.9% |
| Participation rate | 70.5% | 62.0%+8.4pp | 69.1%+1.4pp | 67.6%+2.8pp |
| Annual return | 17.91% | 20.53%-2.6pp | 359.55%-341.6pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,585 | $1,874-15.4% | $2,685-41.0% | $2,755-42.5% |
| Participant deferral / active EE | $1,920 | $3,052-37.1% | $4,255-54.9% | $4,296-55.3% |
| Admin fee / account holder | $132 | $5,234-97.5% | $6,467-98.0% | $6,918-98.1% |