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 | $8,651 | $107,452-91.9% | $91,541-90.5% | $142,382-93.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 20.42% | 22.06%-1.6pp | 20.50%-0.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $840 | $2,994-71.9% | $2,505-66.4% | $4,299-80.5% |
| Participant deferral / active EE | $2,924 | $4,754-38.5% | $4,008-27.0% | $6,507-55.1% |
| Admin fee / account holder | $178 | $8,834-98.0% | $6,956-97.4% | $12,624-98.6% |