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 5-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 | $9,409 | $114,381-91.8% | $107,525-91.2% | $142,382-93.4% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 25.34% | 242.71%-217.4pp | 181.32%-156.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $2,047 | $4,015-49.0% | $3,754-45.5% | $4,299-52.4% |
| Participant deferral / active EE | $2,049 | $5,564-63.2% | $5,116-60.0% | $6,507-68.5% |
| Admin fee / account holder | $188 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |