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 4-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 | $8,942 | $74,888-88.1% | $71,209-87.4% | $142,382-93.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 23.26% | 345.14%-321.9pp | 282.51%-259.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $663 | $2,854-76.8% | $2,721-75.6% | $4,299-84.6% |
| Participant deferral / active EE | $1,581 | $4,454-64.5% | $4,175-62.1% | $6,507-75.7% |
| Admin fee / account holder | $60 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |