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 | $13,486 | $69,207-80.5% | $64,056-78.9% | $139,434-90.3% |
| Participation rate | 73.7% | 75.6%-1.9pp | 72.3%+1.4pp | 80.3%-6.6pp |
| Annual return | 26.66% | 45.88%-19.2pp | 33.69%-7.0pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,004 | $3,182-68.5% | $2,747-63.5% | $4,751-78.9% |
| Participant deferral / active EE | $1,278 | $4,682-72.7% | $3,880-67.1% | $6,710-81.0% |
| Admin fee / account holder | $209 | $4,244-95.1% | $3,068-93.2% | $11,403-98.2% |