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 | $10,899 | $110,261-90.1% | $95,745-88.6% | $139,434-92.2% |
| Participation rate | 77.3% | 75.8%+1.5pp | 72.3%+5.0pp | 80.3%-3.0pp |
| Annual return | 15.33% | 27.11%-11.8pp | 28.35%-13.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,110 | $3,257-65.9% | $2,835-60.8% | $4,751-76.6% |
| Participant deferral / active EE | $929 | $4,676-80.1% | $4,245-78.1% | $6,710-86.2% |
| Admin fee / account holder | $120 | $6,613-98.2% | $5,678-97.9% | $11,403-98.9% |