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 | $11,343 | $114,381-90.1% | $107,525-89.5% | $142,382-92.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 23.62% | 242.71%-219.1pp | 181.32%-157.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,044 | $4,015-49.1% | $3,754-45.5% | $4,299-52.4% |
| Participant deferral / active EE | $6,596 | $5,564+18.5% | $5,116+28.9% | $6,507+1.4% |
| Admin fee / account holder | $76 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |