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 6-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 | $19,309 | $124,281-84.5% | $109,143-82.3% | $167,490-88.5% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.9%-2.0pp | 82.1%-8.2pp |
| Annual return | 20.90% | 26.04%-5.1pp | 25.75%-4.8pp | 478.56%-457.7pp |
| Employer contribution / active EE | $3,454 | $4,207-17.9% | $3,722-7.2% | $4,837-28.6% |
| Participant deferral / active EE | $3,191 | $5,255-39.3% | $4,653-31.4% | $6,341-49.7% |
| Admin fee / account holder | $30 | $7,970-99.6% | $6,752-99.6% | $12,309-99.8% |