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 | $5,943 | $104,974-94.3% | $95,585-93.8% | $142,382-95.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 18.86% | 210.33%-191.5pp | 38.56%-19.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $669 | $2,779-75.9% | $2,527-73.5% | $4,299-84.4% |
| Participant deferral / active EE | $774 | $4,352-82.2% | $4,023-80.8% | $6,507-88.1% |
| Admin fee / account holder | $169 | $6,386-97.4% | $6,127-97.3% | $12,624-98.7% |