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 5-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 | $15,185 | $60,022-74.7% | $88,946-82.9% | $84,808-82.1% |
| Participation rate | 86.8% | 57.8%+29.0pp | 68.8%+18.0pp | 68.3%+18.5pp |
| Annual return | 22.39% | 22.43%0pp | 57.82%-35.4pp | 40.90%-18.5pp |
| Employer contribution / active EE | $1,286 | $1,703-24.4% | $2,555-49.6% | $2,631-51.1% |
| Participant deferral / active EE | $2,246 | $3,114-27.9% | $4,581-51.0% | $4,212-46.7% |
| Admin fee / account holder | $111 | $4,811-97.7% | $8,261-98.7% | $7,344-98.5% |