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 | $15,154 | $91,037-83.4% | $71,671-78.9% | $147,584-89.7% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 19.43% | 20.48%-1.0pp | 20.65%-1.2pp | 578.55%-559.1pp |
| Employer contribution / active EE | $4,329 | $3,327+30.1% | $2,460+76.0% | $4,876-11.2% |
| Participant deferral / active EE | $4,815 | $4,498+7.0% | $3,438+40.1% | $5,439-11.5% |
| Admin fee / account holder | $34 | $8,613-99.6% | $5,558-99.4% | $10,885-99.7% |