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 | $19,310 | $112,729-82.9% | $98,716-80.4% | $137,256-85.9% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.3%+0.7pp | 80.0%-10.0pp |
| Annual return | 24.44% | 38.48%-14.0pp | 31.81%-7.4pp | 220.34%-195.9pp |
| Employer contribution / active EE | $980 | $2,725-64.1% | $2,279-57.0% | $4,156-76.4% |
| Participant deferral / active EE | $4,086 | $4,640-12.0% | $4,048+0.9% | $6,407-36.2% |
| Admin fee / account holder | $234 | $10,129-97.7% | $8,703-97.3% | $12,270-98.1% |