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 | $23,453 | $97,125-75.9% | $86,233-72.8% | $137,256-82.9% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.0%+7.9pp | 80.0%-3.0pp |
| Annual return | 21.22% | 74.19%-53.0pp | 61.39%-40.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,370 | $2,841-51.8% | $2,504-45.3% | $4,156-67.0% |
| Participant deferral / active EE | $2,914 | $5,180-43.7% | $4,559-36.1% | $6,407-54.5% |
| Admin fee / account holder | $213 | $9,725-97.8% | $8,342-97.4% | $12,270-98.3% |