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 | $10,074 | $107,452-90.6% | $91,541-89.0% | $142,382-92.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 29.26% | 22.06%+7.2pp | 20.50%+8.8pp | 217.08%-187.8pp |
| Employer contribution / active EE | $1,403 | $2,994-53.1% | $2,505-44.0% | $4,299-67.4% |
| Participant deferral / active EE | $1,932 | $4,754-59.4% | $4,008-51.8% | $6,507-70.3% |
| Admin fee / account holder | $15 | $8,834-99.8% | $6,956-99.8% | $12,624-99.9% |