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 9-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 | $20,170 | $74,888-73.1% | $71,209-71.7% | $142,382-85.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 13.76% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $937 | $2,854-67.2% | $2,721-65.6% | $4,299-78.2% |
| Participant deferral / active EE | $4,050 | $4,454-9.1% | $4,175-3.0% | $6,507-37.8% |
| Admin fee / account holder | $217 | $5,568-96.1% | $5,349-95.9% | $12,624-98.3% |