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 | $11,477 | $111,535-89.7% | $105,223-89.1% | $137,256-91.6% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 25.09% | 237.85%-212.8pp | 180.65%-155.6pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,581 | $3,939-59.9% | $3,689-57.1% | $4,156-61.9% |
| Participant deferral / active EE | $2,542 | $5,500-53.8% | $5,072-49.9% | $6,407-60.3% |
| Admin fee / account holder | $96 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |