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 | $26,514 | $158,398-83.3% | $126,539-79.0% | $142,382-81.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 17.46% | 593.76%-576.3pp | 425.95%-408.5pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,582 | $4,650-66.0% | $3,674-56.9% | $4,299-63.2% |
| Participant deferral / active EE | $2,211 | $4,767-53.6% | $4,083-45.8% | $6,507-66.0% |
| Admin fee / account holder | $175 | $6,918-97.5% | $6,065-97.1% | $12,624-98.6% |