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 | $76,407-88.4% | $150,298-94.1% | $82,448-89.2% |
| Participation rate | 89.4% | 66.4%+23.0pp | 77.8%+11.6pp | 68.1%+21.3pp |
| Annual return | 28.92% | 39.99%-11.1pp | 62.79%-33.9pp | 41.64%-12.7pp |
| Employer contribution / active EE | $462 | $2,614-82.3% | $4,154-88.9% | $2,551-81.9% |
| Participant deferral / active EE | $1,167 | $3,214-63.7% | $5,453-78.6% | $4,139-71.8% |
| Admin fee / account holder | $168 | $6,352-97.4% | $14,116-98.8% | $7,234-97.7% |