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 | $2,951 | $67,823-95.6% | $52,425-94.4% | $137,256-97.9% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 21.12% | 219.11%-198.0pp | 302.12%-281.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,167 | $1,163+0.3% | $914+27.6% | $4,156-71.9% |
| Participant deferral / active EE | $1,377 | $2,288-39.8% | $1,790-23.1% | $6,407-78.5% |
| Admin fee / account holder | $26 | $2,844-99.1% | $2,495-99.0% | $12,270-99.8% |