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 | $87,166-93.5% | $76,735-92.6% | $137,256-95.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 21.98% | 26.50%-4.5pp | 29.77%-7.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $653 | $2,904-77.5% | $2,454-73.4% | $4,156-84.3% |
| Participant deferral / active EE | $1,123 | $4,726-76.2% | $4,088-72.5% | $6,407-82.5% |
| Admin fee / account holder | $14 | $8,403-99.8% | $7,189-99.8% | $12,270-99.9% |