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 | $8,030 | $102,245-92.1% | $89,340-91.0% | $137,256-94.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 17.81% | 21.89%-4.1pp | 20.57%-2.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,671 | $2,529-33.9% | $2,231-25.1% | $4,156-59.8% |
| Participant deferral / active EE | $11,926 | $4,436+168.8% | $3,823+212.0% | $6,407+86.1% |
| Admin fee / account holder | $26 | $8,085-99.7% | $6,704-99.6% | $12,270-99.8% |