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 | $7,247 | $102,245-92.9% | $89,340-91.9% | $137,256-94.7% |
| Participation rate | 81.3% | 74.9%+6.4pp | 69.6%+11.7pp | 80.0%+1.3pp |
| Annual return | 22.11% | 21.89%+0.2pp | 20.57%+1.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $483 | $2,529-80.9% | $2,231-78.4% | $4,156-88.4% |
| Participant deferral / active EE | $1,395 | $4,436-68.6% | $3,823-63.5% | $6,407-78.2% |
| Admin fee / account holder | $29 | $8,085-99.6% | $6,704-99.6% | $12,270-99.8% |