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 4-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 | $20,417 | $210,648-90.3% | $177,989-88.5% | $145,922-86.0% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 15.78% | 385.86%-370.1pp | 294.48%-278.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,625 | $4,565-64.4% | $3,949-58.8% | $4,660-65.1% |
| Participant deferral / active EE | $2,225 | $6,958-68.0% | $6,276-64.5% | $6,688-66.7% |
| Admin fee / account holder | $136 | $12,013-98.9% | $10,363-98.7% | $13,397-99.0% |