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 9-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 | $16,559 | $107,334-84.6% | $92,893-82.2% | $152,861-89.2% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 23.55% | 145.58%-122.0pp | 109.41%-85.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,391 | $4,221-67.0% | $3,653-61.9% | $4,762-70.8% |
| Participant deferral / active EE | $4,223 | $4,845-12.8% | $4,236-0.3% | $5,850-27.8% |
| Admin fee / account holder | $193 | $7,079-97.3% | $5,794-96.7% | $11,596-98.3% |