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 | $18,565 | $110,261-83.2% | $95,745-80.6% | $139,434-86.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 20.53% | 27.11%-6.6pp | 28.35%-7.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $872 | $3,257-73.2% | $2,835-69.2% | $4,751-81.6% |
| Participant deferral / active EE | $2,066 | $4,676-55.8% | $4,245-51.3% | $6,710-69.2% |
| Admin fee / account holder | $11 | $6,613-99.8% | $5,678-99.8% | $11,403-99.9% |