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 | $14,200 | $101,618-86.0% | $93,063-84.7% | $137,256-89.7% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 20.86% | 223.95%-203.1pp | 34.15%-13.3pp | 220.34%-199.5pp |
| Employer contribution / active EE | $802 | $2,707-70.4% | $2,476-67.6% | $4,156-80.7% |
| Participant deferral / active EE | $3,269 | $4,279-23.6% | $3,958-17.4% | $6,407-49.0% |
| Admin fee / account holder | $160 | $6,198-97.4% | $6,033-97.3% | $12,270-98.7% |