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 | $13,797 | $48,795-71.7% | $65,493-78.9% | $84,808-83.7% |
| Participation rate | 94.1% | 67.0%+27.1pp | 73.1%+21.0pp | 68.3%+25.8pp |
| Annual return | 20.95% | 20.20%+0.7pp | 982.45%-961.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $735 | $1,930-61.9% | $2,574-71.4% | $2,631-72.1% |
| Participant deferral / active EE | $2,454 | $2,928-16.2% | $3,961-38.0% | $4,212-41.7% |
| Admin fee / account holder | $171 | $3,877-95.6% | $5,028-96.6% | $7,344-97.7% |