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 4-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 | $11,022 | $100,773-89.1% | $88,946-87.6% | $142,382-92.3% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 21.34% | 70.18%-48.8pp | 57.82%-36.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $896 | $2,918-69.3% | $2,555-64.9% | $4,299-79.2% |
| Participant deferral / active EE | $1,763 | $5,230-66.3% | $4,581-61.5% | $6,507-72.9% |
| Admin fee / account holder | $233 | $9,693-97.6% | $8,261-97.2% | $12,624-98.2% |