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 | $13,413 | $104,974-87.2% | $95,585-86.0% | $142,382-90.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 21.56% | 210.33%-188.8pp | 38.56%-17.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $777 | $2,779-72.0% | $2,527-69.2% | $4,299-81.9% |
| Participant deferral / active EE | $3,304 | $4,352-24.1% | $4,023-17.9% | $6,507-49.2% |
| Admin fee / account holder | $154 | $6,386-97.6% | $6,127-97.5% | $12,624-98.8% |