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 | $25,066 | $117,983-78.8% | $101,794-75.4% | $142,382-82.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 18.82% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $862 | $2,773-68.9% | $2,289-62.4% | $4,299-80.0% |
| Participant deferral / active EE | $2,050 | $4,714-56.5% | $4,084-49.8% | $6,507-68.5% |
| Admin fee / account holder | $22 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |