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 | $24,822 | $102,245-75.7% | $89,340-72.2% | $137,256-81.9% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 16.86% | 21.89%-5.0pp | 20.57%-3.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,538 | $2,529-39.2% | $2,231-31.1% | $4,156-63.0% |
| Participant deferral / active EE | $2,805 | $4,436-36.8% | $3,823-26.6% | $6,407-56.2% |
| Admin fee / account holder | $140 | $8,085-98.3% | $6,704-97.9% | $12,270-98.9% |