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 10-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 | $15,839 | $96,484-83.6% | $75,886-79.1% | $152,861-89.6% |
| Participation rate | 77.3% | 76.2%+1.1pp | 69.3%+8.0pp | 82.4%-5.2pp |
| Annual return | 23.50% | 33.98%-10.5pp | 30.76%-7.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $718 | $3,309-78.3% | $2,500-71.3% | $4,762-84.9% |
| Participant deferral / active EE | $2,873 | $4,553-36.9% | $3,603-20.3% | $5,850-50.9% |
| Admin fee / account holder | $22 | $8,078-99.7% | $5,418-99.6% | $11,596-99.8% |