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 7-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 | $10,564 | $97,125-89.1% | $86,233-87.7% | $137,256-92.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 20.50% | 74.19%-53.7pp | 61.39%-40.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $517 | $2,841-81.8% | $2,504-79.3% | $4,156-87.6% |
| Participant deferral / active EE | $844 | $5,180-83.7% | $4,559-81.5% | $6,407-86.8% |
| Admin fee / account holder | $52 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |