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 | $13,714 | $87,166-84.3% | $76,735-82.1% | $137,256-90.0% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 16.04% | 26.50%-10.5pp | 29.77%-13.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,399 | $2,904-51.8% | $2,454-43.0% | $4,156-66.3% |
| Participant deferral / active EE | $2,631 | $4,726-44.3% | $4,088-35.6% | $6,407-58.9% |
| Admin fee / account holder | $141 | $8,403-98.3% | $7,189-98.0% | $12,270-98.8% |