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 | $10,051 | $111,535-91.0% | $105,223-90.4% | $137,256-92.7% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 23.62% | 237.85%-214.2pp | 180.65%-157.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,559 | $3,939-60.4% | $3,689-57.7% | $4,156-62.5% |
| Participant deferral / active EE | $3,145 | $5,500-42.8% | $5,072-38.0% | $6,407-50.9% |
| Admin fee / account holder | $242 | $9,721-97.5% | $8,859-97.3% | $12,270-98.0% |