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 | $11,255 | $117,983-90.5% | $101,794-88.9% | $142,382-92.1% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 29.46% | 36.92%-7.5pp | 30.53%-1.1pp | 217.08%-187.6pp |
| Employer contribution / active EE | $909 | $2,773-67.2% | $2,289-60.3% | $4,299-78.8% |
| Participant deferral / active EE | $6,134 | $4,714+30.1% | $4,084+50.2% | $6,507-5.7% |
| Admin fee / account holder | $130 | $10,433-98.8% | $8,777-98.5% | $12,624-99.0% |