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 8-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 | $15,464 | $81,632-81.1% | $70,449-78.0% | $158,922-90.3% |
| Participation rate | 78.6% | 77.7%+0.9pp | 75.1%+3.5pp | 82.0%-3.4pp |
| Annual return | 33.67% | 208.40%-174.7pp | 109.03%-75.4pp | 302.83%-269.2pp |
| Employer contribution / active EE | $997 | $3,217-69.0% | $2,737-63.6% | $4,761-79.1% |
| Participant deferral / active EE | $1,674 | $4,554-63.2% | $3,709-54.9% | $5,982-72.0% |
| Admin fee / account holder | $89 | $6,193-98.6% | $3,845-97.7% | $11,246-99.2% |