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 | $25,584 | $117,381-78.2% | $99,443-74.3% | $152,861-83.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 25.53% | 31.87%-6.3pp | 30.72%-5.2pp | 345.32%-319.8pp |
| Employer contribution / active EE | $809 | $3,013-73.1% | $2,540-68.1% | $4,762-83.0% |
| Participant deferral / active EE | $7,372 | $4,086+80.4% | $3,619+103.7% | $5,850+26.0% |
| Admin fee / account holder | $20 | $7,631-99.7% | $6,250-99.7% | $11,596-99.8% |