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 | $9,548 | $109,982-91.3% | $97,226-90.2% | $145,922-93.5% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.8pp |
| Annual return | 11.24% | 242.90%-231.7pp | 75.13%-63.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $886 | $3,084-71.3% | $2,729-67.5% | $4,660-81.0% |
| Participant deferral / active EE | $1,646 | $4,676-64.8% | $4,264-61.4% | $6,688-75.4% |
| Admin fee / account holder | $177 | $6,221-97.2% | $5,654-96.9% | $13,397-98.7% |