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 5-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 | $11,011 | $72,071-84.7% | $68,368-83.9% | $137,256-92.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.89% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $954 | $2,788-65.8% | $2,649-64.0% | $4,156-77.0% |
| Participant deferral / active EE | $2,319 | $4,410-47.4% | $4,123-43.7% | $6,407-63.8% |
| Admin fee / account holder | $127 | $5,336-97.6% | $5,150-97.5% | $12,270-99.0% |