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 | $101,618-91.0% | $93,063-90.2% | $137,256-93.3% |
| Participation rate | 77.8% | 74.9%+2.8pp | 72.1%+5.7pp | 80.0%-2.2pp |
| Annual return | 23.04% | 223.95%-200.9pp | 34.15%-11.1pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,401 | $2,707-48.3% | $2,476-43.4% | $4,156-66.3% |
| Participant deferral / active EE | $2,594 | $4,279-39.4% | $3,958-34.5% | $6,407-59.5% |
| Admin fee / account holder | $29 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |