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 | $7,383 | $58,208-87.3% | $81,812-91.0% | $80,856-90.9% |
| Participation rate | 96.6% | 63.4%+33.1pp | 72.3%+24.2pp | 67.6%+28.9pp |
| Annual return | 14.70% | 41.66%-27.0pp | 773.79%-759.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $765 | $2,340-67.3% | $2,912-73.7% | $2,755-72.2% |
| Participant deferral / active EE | $2,078 | $3,281-36.7% | $4,319-51.9% | $4,296-51.6% |
| Admin fee / account holder | $240 | $4,981-95.2% | $7,386-96.8% | $6,918-96.5% |