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 | $13,615 | $172,111-92.1% | $150,298-90.9% | $137,256-90.1% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 37.07% | 69.37%-32.3pp | 62.79%-25.7pp | 220.34%-183.3pp |
| Employer contribution / active EE | $869 | $4,636-81.3% | $4,154-79.1% | $4,156-79.1% |
| Participant deferral / active EE | $5,239 | $6,166-15.0% | $5,453-3.9% | $6,407-18.2% |
| Admin fee / account holder | $52 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |