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 7-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 | $10,170 | $114,381-91.1% | $107,525-90.5% | $142,382-92.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 15.51% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,268 | $4,015-68.4% | $3,754-66.2% | $4,299-70.5% |
| Participant deferral / active EE | $2,074 | $5,564-62.7% | $5,116-59.5% | $6,507-68.1% |
| Admin fee / account holder | $58 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |