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 5-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 | $19,925 | $106,515-81.3% | $96,683-79.4% | $139,434-85.7% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 19.28% | 38.43%-19.1pp | 35.69%-16.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,496 | $4,103-63.5% | $3,737-60.0% | $4,751-68.5% |
| Participant deferral / active EE | $2,421 | $5,454-55.6% | $4,878-50.4% | $6,710-63.9% |
| Admin fee / account holder | $92 | $7,877-98.8% | $6,730-98.6% | $11,403-99.2% |