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 | $107,452-93.3% | $91,541-92.1% | $142,382-94.9% |
| Participation rate | 81.3% | 75.1%+6.2pp | 69.8%+11.5pp | 80.1%+1.1pp |
| Annual return | 22.11% | 22.06%+0.1pp | 20.50%+1.6pp | 217.08%-195.0pp |
| Employer contribution / active EE | $483 | $2,994-83.9% | $2,505-80.7% | $4,299-88.8% |
| Participant deferral / active EE | $1,395 | $4,754-70.7% | $4,008-65.2% | $6,507-78.6% |
| Admin fee / account holder | $29 | $8,834-99.7% | $6,956-99.6% | $12,624-99.8% |