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 4-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 | $12,150 | $100,773-87.9% | $88,946-86.3% | $142,382-91.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 20.73% | 70.18%-49.4pp | 57.82%-37.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $980 | $2,918-66.4% | $2,555-61.7% | $4,299-77.2% |
| Participant deferral / active EE | $2,970 | $5,230-43.2% | $4,581-35.2% | $6,507-54.4% |
| Admin fee / account holder | $22 | $9,693-99.8% | $8,261-99.7% | $12,624-99.8% |