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 | $13,580 | $45,073-69.9% | $69,455-80.4% | $72,985-81.4% |
| Participation rate | 77.4% | 68.5%+8.9pp | 74.6%+2.8pp | 69.5%+7.9pp |
| Annual return | 26.23% | 22.65%+3.6pp | 28.97%-2.7pp | 81.00%-54.8pp |
| Employer contribution / active EE | $427 | $2,054-79.2% | $2,779-84.6% | $2,440-82.5% |
| Participant deferral / active EE | $1,687 | $2,602-35.2% | $3,535-52.3% | $3,607-53.2% |
| Admin fee / account holder | $211 | $3,056-93.1% | $3,839-94.5% | $5,124-95.9% |