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 | $7,794 | $97,125-92.0% | $86,233-91.0% | $137,256-94.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 21.75% | 74.19%-52.4pp | 61.39%-39.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,483 | $2,841-47.8% | $2,504-40.8% | $4,156-64.3% |
| Participant deferral / active EE | $1,288 | $5,180-75.1% | $4,559-71.7% | $6,407-79.9% |
| Admin fee / account holder | $81 | $9,725-99.2% | $8,342-99.0% | $12,270-99.3% |