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 | $117,983-83.6% | $101,794-81.0% | $142,382-86.4% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 24.44% | 36.92%-12.5pp | 30.53%-6.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $980 | $2,773-64.7% | $2,289-57.2% | $4,299-77.2% |
| Participant deferral / active EE | $4,086 | $4,714-13.3% | $4,0840% | $6,507-37.2% |
| Admin fee / account holder | $234 | $10,433-97.8% | $8,777-97.3% | $12,624-98.1% |