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 | $8,090 | $101,618-92.0% | $93,063-91.3% | $137,256-94.1% |
| Participation rate | 76.9% | 74.9%+2.0pp | 72.1%+4.8pp | 80.0%-3.0pp |
| Annual return | 19.12% | 223.95%-204.8pp | 34.15%-15.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $580 | $2,707-78.6% | $2,476-76.6% | $4,156-86.1% |
| Participant deferral / active EE | $2,433 | $4,279-43.1% | $3,958-38.5% | $6,407-62.0% |
| Admin fee / account holder | $115 | $6,198-98.1% | $6,033-98.1% | $12,270-99.1% |