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 | $10,774 | $74,888-85.6% | $71,209-84.9% | $142,382-92.4% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 21.54% | 345.14%-323.6pp | 282.51%-261.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $955 | $2,854-66.6% | $2,721-64.9% | $4,299-77.8% |
| Participant deferral / active EE | $2,188 | $4,454-50.9% | $4,175-47.6% | $6,507-66.4% |
| Admin fee / account holder | $173 | $5,568-96.9% | $5,349-96.8% | $12,624-98.6% |