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 | $27,882 | $163,101-82.9% | $136,749-79.6% | $142,382-80.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.88% | 27.54%-13.7pp | 24.33%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $967 | $4,117-76.5% | $3,400-71.5% | $4,299-77.5% |
| Participant deferral / active EE | $1,780 | $5,585-68.1% | $4,692-62.1% | $6,507-72.6% |
| Admin fee / account holder | $253 | $14,318-98.2% | $11,386-97.8% | $12,624-98.0% |