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 4-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 | $8,886 | $80,717-89.0% | $154,803-94.3% | $84,808-89.5% |
| Participation rate | 89.4% | 66.8%+22.6pp | 78.1%+11.3pp | 68.3%+21.1pp |
| Annual return | 28.92% | 37.96%-9.0pp | 58.88%-30.0pp | 40.90%-12.0pp |
| Employer contribution / active EE | $462 | $2,761-83.3% | $4,305-89.3% | $2,631-82.4% |
| Participant deferral / active EE | $1,167 | $3,303-64.7% | $5,540-78.9% | $4,212-72.3% |
| Admin fee / account holder | $168 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |