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 | $7,917 | $72,071-89.0% | $68,368-88.4% | $137,256-94.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 34.13% | 353.14%-319.0pp | 292.57%-258.4pp | 220.34%-186.2pp |
| Employer contribution / active EE | $2,131 | $2,788-23.6% | $2,649-19.6% | $4,156-48.7% |
| Participant deferral / active EE | $2,507 | $4,410-43.2% | $4,123-39.2% | $6,407-60.9% |
| Admin fee / account holder | $71 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |