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 | $11,594 | $48,795-76.2% | $65,493-82.3% | $84,808-86.3% |
| Participation rate | 77.6% | 67.0%+10.6pp | 73.1%+4.5pp | 68.3%+9.2pp |
| Annual return | 17.80% | 20.20%-2.4pp | 982.45%-964.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $874 | $1,930-54.7% | $2,574-66.1% | $2,631-66.8% |
| Participant deferral / active EE | $2,065 | $2,928-29.5% | $3,961-47.9% | $4,212-51.0% |
| Admin fee / account holder | $185 | $3,877-95.2% | $5,028-96.3% | $7,344-97.5% |