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 4-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 | $8,887 | $95,266-90.7% | $82,389-89.2% | $142,382-93.8% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 19.91% | 25.74%-5.8pp | 28.67%-8.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $817 | $2,991-72.7% | $2,517-67.5% | $4,299-81.0% |
| Participant deferral / active EE | $2,084 | $4,809-56.7% | $4,155-49.8% | $6,507-68.0% |
| Admin fee / account holder | $76 | $8,563-99.1% | $7,231-99.0% | $12,624-99.4% |