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 | $11,873 | $104,974-88.7% | $95,585-87.6% | $142,382-91.7% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 27.92% | 210.33%-182.4pp | 38.56%-10.6pp | 217.08%-189.2pp |
| Employer contribution / active EE | $1,504 | $2,779-45.9% | $2,527-40.5% | $4,299-65.0% |
| Participant deferral / active EE | $3,430 | $4,352-21.2% | $4,023-14.7% | $6,507-47.3% |
| Admin fee / account holder | $105 | $6,386-98.4% | $6,127-98.3% | $12,624-99.2% |