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 6-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 | $11,145 | $180,749-93.8% | $160,784-93.1% | $137,256-91.9% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 18.32% | 2234.46%-2216.1pp | 1803.92%-1785.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $686 | $4,155-83.5% | $3,733-81.6% | $4,156-83.5% |
| Participant deferral / active EE | $1,163 | $6,844-83.0% | $6,293-81.5% | $6,407-81.8% |
| Admin fee / account holder | $90 | $10,397-99.1% | $9,717-99.1% | $12,270-99.3% |