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 10-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 | $17,251 | $83,337-79.3% | $67,834-74.6% | $273,961-93.7% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 7.89% | 259.45%-251.6pp | 138.47%-130.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $574 | $3,287-82.5% | $2,403-76.1% | $4,869-88.2% |
| Participant deferral / active EE | $1,255 | $4,088-69.3% | $3,160-60.3% | $5,287-76.3% |
| Admin fee / account holder | $138 | $6,752-98.0% | $4,622-97.0% | $10,132-98.6% |