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 | $27,071 | $107,452-74.8% | $91,541-70.4% | $142,382-81.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 15.00% | 22.06%-7.1pp | 20.50%-5.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $461 | $2,994-84.6% | $2,505-81.6% | $4,299-89.3% |
| Participant deferral / active EE | $2,755 | $4,754-42.0% | $4,008-31.3% | $6,507-57.7% |
| Admin fee / account holder | $37 | $8,834-99.6% | $6,956-99.5% | $12,624-99.7% |