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 7-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 | $8,130 | $74,888-89.1% | $71,209-88.6% | $142,382-94.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 13.91% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $489 | $2,854-82.9% | $2,721-82.0% | $4,299-88.6% |
| Participant deferral / active EE | $825 | $4,454-81.5% | $4,175-80.2% | $6,507-87.3% |
| Admin fee / account holder | $261 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |