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 | $97,125-87.5% | $86,233-85.9% | $137,256-91.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 20.73% | 74.19%-53.5pp | 61.39%-40.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $980 | $2,841-65.5% | $2,504-60.9% | $4,156-76.4% |
| Participant deferral / active EE | $2,970 | $5,180-42.7% | $4,559-34.8% | $6,407-53.6% |
| Admin fee / account holder | $22 | $9,725-99.8% | $8,342-99.7% | $12,270-99.8% |