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 | $12,052 | $112,729-89.3% | $98,716-87.8% | $137,256-91.2% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.3%+23.6pp | 80.0%+12.9pp |
| Annual return | 21.75% | 38.48%-16.7pp | 31.81%-10.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $833 | $2,725-69.4% | $2,279-63.4% | $4,156-80.0% |
| Participant deferral / active EE | $2,781 | $4,640-40.1% | $4,048-31.3% | $6,407-56.6% |
| Admin fee / account holder | $15 | $10,129-99.9% | $8,703-99.8% | $12,270-99.9% |