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 | $8,339 | $88,751-90.6% | $81,812-89.8% | $145,922-94.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 13.35% | 1025.40%-1012.0pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,334 | $3,083-56.7% | $2,912-54.2% | $4,660-71.4% |
| Participant deferral / active EE | $1,771 | $4,643-61.9% | $4,319-59.0% | $6,688-73.5% |
| Admin fee / account holder | $97 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |