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 | $10,522 | $104,974-90.0% | $95,585-89.0% | $142,382-92.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 27.50% | 210.33%-182.8pp | 38.56%-11.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $1,457 | $2,779-47.6% | $2,527-42.4% | $4,299-66.1% |
| Participant deferral / active EE | $1,755 | $4,352-59.7% | $4,023-56.4% | $6,507-73.0% |
| Admin fee / account holder | $16 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |