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 | $6,579 | $76,407-91.4% | $150,298-95.6% | $82,448-92.0% |
| Participation rate | 82.1% | 66.4%+15.7pp | 77.8%+4.4pp | 68.1%+14.1pp |
| Annual return | 24.70% | 39.99%-15.3pp | 62.79%-38.1pp | 41.64%-16.9pp |
| Employer contribution / active EE | $916 | $2,614-65.0% | $4,154-77.9% | $2,551-64.1% |
| Participant deferral / active EE | $2,590 | $3,214-19.4% | $5,453-52.5% | $4,139-37.4% |
| Admin fee / account holder | $206 | $6,352-96.7% | $14,116-98.5% | $7,234-97.1% |