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 | $26,129 | $124,281-79.0% | $109,143-76.1% | $167,490-84.4% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.1pp | 82.1%-9.4pp |
| Annual return | 14.74% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $877 | $4,207-79.1% | $3,722-76.4% | $4,837-81.9% |
| Participant deferral / active EE | $3,651 | $5,255-30.5% | $4,653-21.5% | $6,341-42.4% |
| Admin fee / account holder | $17 | $7,970-99.8% | $6,752-99.7% | $12,309-99.9% |