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 7-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 | $11,416 | $111,754-89.8% | $103,333-89.0% | $145,922-92.2% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 13.53% | 24.77%-11.2pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,754 | $4,212-58.4% | $3,868-54.7% | $4,660-62.4% |
| Participant deferral / active EE | $1,884 | $5,619-66.5% | $5,057-62.7% | $6,688-71.8% |
| Admin fee / account holder | $62 | $9,750-99.4% | $8,355-99.3% | $13,397-99.5% |