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 8-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 | $9,383 | $51,638-81.8% | $68,368-86.3% | $82,448-88.6% |
| Participation rate | 91.9% | 63.6%+28.3pp | 73.8%+18.1pp | 68.1%+23.8pp |
| Annual return | 20.01% | 37.53%-17.5pp | 292.57%-272.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $881 | $2,047-57.0% | $2,649-66.8% | $2,551-65.5% |
| Participant deferral / active EE | $1,707 | $2,914-41.4% | $4,123-58.6% | $4,139-58.8% |
| Admin fee / account holder | $271 | $4,643-94.2% | $5,150-94.7% | $7,234-96.3% |