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 | $8,830 | $72,071-87.7% | $68,368-87.1% | $137,256-93.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 21.52% | 353.14%-331.6pp | 292.57%-271.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $757 | $2,788-72.9% | $2,649-71.4% | $4,156-81.8% |
| Participant deferral / active EE | $911 | $4,410-79.3% | $4,123-77.9% | $6,407-85.8% |
| Admin fee / account holder | $17 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |