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 | $9,585 | $80,717-88.1% | $154,803-93.8% | $84,808-88.7% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 30.40% | 37.96%-7.6pp | 58.88%-28.5pp | 40.90%-10.5pp |
| Employer contribution / active EE | $1,643 | $2,761-40.5% | $4,305-61.8% | $2,631-37.5% |
| Participant deferral / active EE | $2,406 | $3,303-27.1% | $5,540-56.6% | $4,212-42.9% |
| Admin fee / account holder | $166 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |