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 3-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 | $9,151 | $104,974-91.3% | $95,585-90.4% | $142,382-93.6% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 23.04% | 210.33%-187.3pp | 38.56%-15.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,401 | $2,779-49.6% | $2,527-44.6% | $4,299-67.4% |
| Participant deferral / active EE | $2,594 | $4,352-40.4% | $4,023-35.5% | $6,507-60.1% |
| Admin fee / account holder | $29 | $6,386-99.6% | $6,127-99.5% | $12,624-99.8% |