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 | $9,062 | $111,535-91.9% | $105,223-91.4% | $137,256-93.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 30.09% | 237.85%-207.8pp | 180.65%-150.6pp | 220.34%-190.3pp |
| Employer contribution / active EE | $980 | $3,939-75.1% | $3,689-73.4% | $4,156-76.4% |
| Participant deferral / active EE | $2,473 | $5,500-55.0% | $5,072-51.2% | $6,407-61.4% |
| Admin fee / account holder | $12 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |