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 3-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 | $18,630 | $114,381-83.7% | $107,525-82.7% | $142,382-86.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 18.94% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,740 | $4,015-31.7% | $3,754-27.0% | $4,299-36.3% |
| Participant deferral / active EE | $6,133 | $5,564+10.2% | $5,116+19.9% | $6,507-5.8% |
| Admin fee / account holder | $51 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |