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 | $20,504 | $101,618-79.8% | $93,063-78.0% | $137,256-85.1% |
| Participation rate | 70.0% | 74.9%-4.9pp | 72.1%-2.1pp | 80.0%-10.0pp |
| Annual return | 18.87% | 223.95%-205.1pp | 34.15%-15.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $734 | $2,707-72.9% | $2,476-70.4% | $4,156-82.3% |
| Participant deferral / active EE | $928 | $4,279-78.3% | $3,958-76.5% | $6,407-85.5% |
| Admin fee / account holder | $219 | $6,198-96.5% | $6,033-96.4% | $12,270-98.2% |