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 7-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 | $20,374 | $121,625-83.2% | $104,607-80.5% | $158,922-87.2% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 20.47% | 465.26%-444.8pp | 340.46%-320.0pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,680 | $3,163-15.3% | $2,6810% | $4,761-43.7% |
| Participant deferral / active EE | $4,469 | $4,177+7.0% | $3,740+19.5% | $5,982-25.3% |
| Admin fee / account holder | $153 | $7,787-98.0% | $6,473-97.6% | $11,246-98.6% |