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 | $3,196 | $54,705-94.2% | $71,209-95.5% | $84,808-96.2% |
| Participation rate | 91.1% | 64.1%+27.0pp | 73.8%+17.4pp | 68.3%+22.8pp |
| Annual return | 35.50% | 35.90%-0.4pp | 282.51%-247.0pp | 40.90%-5.4pp |
| Employer contribution / active EE | $764 | $2,158-64.6% | $2,721-71.9% | $2,631-71.0% |
| Participant deferral / active EE | $884 | $3,030-70.8% | $4,175-78.8% | $4,212-79.0% |
| Admin fee / account holder | $103 | $4,863-97.9% | $5,349-98.1% | $7,344-98.6% |