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 4-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 | $9,402 | $39,019-75.9% | $80,716-88.4% | $85,850-89.0% |
| Participation rate | 94.7% | 41.5%+53.2pp | 54.2%+40.6pp | 69.3%+25.4pp |
| Annual return | 16.74% | 26.27%-9.5pp | 87.28%-70.5pp | 318.53%-301.8pp |
| Employer contribution / active EE | $750 | $722+3.9% | $1,160-35.3% | $2,565-70.8% |
| Participant deferral / active EE | $1,668 | $1,326+25.9% | $2,146-22.2% | $3,952-57.8% |
| Admin fee / account holder | $228 | $2,431-90.6% | $3,380-93.3% | $6,260-96.4% |