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 | $11,815 | $104,974-88.7% | $95,585-87.6% | $142,382-91.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 247.30% | 210.33%+37.0pp | 38.56%+208.7pp | 217.08%+30.2pp |
| Employer contribution / active EE | $549 | $2,779-80.2% | $2,527-78.3% | $4,299-87.2% |
| Participant deferral / active EE | $2,097 | $4,352-51.8% | $4,023-47.9% | $6,507-67.8% |
| Admin fee / account holder | $15 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |