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 5-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 | $9,785 | $80,717-87.9% | $154,803-93.7% | $84,808-88.5% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 20.13% | 37.96%-17.8pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,061 | $2,761-61.6% | $4,305-75.4% | $2,631-59.7% |
| Participant deferral / active EE | $2,126 | $3,303-35.6% | $5,540-61.6% | $4,212-49.5% |
| Admin fee / account holder | $265 | $6,746-96.1% | $14,329-98.1% | $7,344-96.4% |