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 4-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 | $16,261 | $111,754-85.4% | $103,333-84.3% | $145,922-88.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.75% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,315 | $4,212-45.1% | $3,868-40.2% | $4,660-50.3% |
| Participant deferral / active EE | $3,256 | $5,619-42.0% | $5,057-35.6% | $6,688-51.3% |
| Admin fee / account holder | $83 | $9,750-99.1% | $8,355-99.0% | $13,397-99.4% |