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 | $107,452-92.5% | $91,541-91.2% | $142,382-94.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 17.81% | 22.06%-4.2pp | 20.50%-2.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,671 | $2,994-44.2% | $2,505-33.3% | $4,299-61.1% |
| Participant deferral / active EE | $11,926 | $4,754+150.8% | $4,008+197.6% | $6,507+83.3% |
| Admin fee / account holder | $26 | $8,834-99.7% | $6,956-99.6% | $12,624-99.8% |