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 | $12,131 | $76,407-84.1% | $150,298-91.9% | $82,448-85.3% |
| Participation rate | 80.8% | 66.4%+14.4pp | 77.8%+3.0pp | 68.1%+12.7pp |
| Annual return | 20.35% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $942 | $2,614-64.0% | $4,154-77.3% | $2,551-63.1% |
| Participant deferral / active EE | $2,283 | $3,214-29.0% | $5,453-58.1% | $4,139-44.9% |
| Admin fee / account holder | $101 | $6,352-98.4% | $14,116-99.3% | $7,234-98.6% |