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 5-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 | $19,056 | $110,257-82.7% | $96,544-80.3% | $139,434-86.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 24.32% | 26.32%-2.0pp | 25.84%-1.5pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,663 | $3,620-54.1% | $2,965-43.9% | $4,751-65.0% |
| Participant deferral / active EE | $4,667 | $5,548-15.9% | $4,851-3.8% | $6,710-30.4% |
| Admin fee / account holder | $140 | $11,591-98.8% | $8,252-98.3% | $11,403-98.8% |