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 | $80,717-85.0% | $154,803-92.2% | $84,808-85.7% |
| Participation rate | 80.8% | 66.8%+14.0pp | 78.1%+2.7pp | 68.3%+12.5pp |
| Annual return | 20.35% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $942 | $2,761-65.9% | $4,305-78.1% | $2,631-64.2% |
| Participant deferral / active EE | $2,283 | $3,303-30.9% | $5,540-58.8% | $4,212-45.8% |
| Admin fee / account holder | $101 | $6,746-98.5% | $14,329-99.3% | $7,344-98.6% |