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 | $5,646 | $95,266-94.1% | $82,389-93.1% | $142,382-96.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 21.98% | 25.74%-3.8pp | 28.67%-6.7pp | 217.08%-195.1pp |
| Employer contribution / active EE | $653 | $2,991-78.2% | $2,517-74.1% | $4,299-84.8% |
| Participant deferral / active EE | $1,123 | $4,809-76.7% | $4,155-73.0% | $6,507-82.7% |
| Admin fee / account holder | $14 | $8,563-99.8% | $7,231-99.8% | $12,624-99.9% |