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 | $24,944 | $129,942-80.8% | $104,294-76.1% | $134,475-81.5% |
| Participation rate | 70.0% | 79.5%-9.5pp | 73.3%-3.3pp | 81.2%-11.2pp |
| Annual return | 1.99% | 42.03%-40.0pp | 24.61%-22.6pp | 417.96%-416.0pp |
| Employer contribution / active EE | $2,689 | $4,184-35.7% | $3,372-20.2% | $4,740-43.3% |
| Participant deferral / active EE | $5,360 | $5,588-4.1% | $4,625+15.9% | $6,400-16.2% |
| Admin fee / account holder | $106 | $9,323-98.9% | $7,339-98.6% | $11,426-99.1% |