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 6-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 | $19,701 | $115,882-83.0% | $100,516-80.4% | $158,922-87.6% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 40.46% | 34.79%+5.7pp | 30.89%+9.6pp | 302.83%-262.4pp |
| Employer contribution / active EE | $2,588 | $4,103-36.9% | $3,418-24.3% | $4,761-45.6% |
| Participant deferral / active EE | $4,643 | $6,674-30.4% | $6,270-26.0% | $5,982-22.4% |
| Admin fee / account holder | $199 | $10,995-98.2% | $8,081-97.5% | $11,246-98.2% |