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 8-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 | $30,367 | $111,754-72.8% | $103,333-70.6% | $145,922-79.2% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 12.91% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $898 | $4,212-78.7% | $3,868-76.8% | $4,660-80.7% |
| Participant deferral / active EE | $2,932 | $5,619-47.8% | $5,057-42.0% | $6,688-56.2% |
| Admin fee / account holder | $41 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |