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 | $5,642 | $104,974-94.6% | $95,585-94.1% | $142,382-96.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 22.39% | 210.33%-187.9pp | 38.56%-16.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $939 | $2,779-66.2% | $2,527-62.8% | $4,299-78.2% |
| Participant deferral / active EE | $1,949 | $4,352-55.2% | $4,023-51.5% | $6,507-70.0% |
| Admin fee / account holder | $64 | $6,386-99.0% | $6,127-99.0% | $12,624-99.5% |