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 4-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 | $16,001 | $106,515-85.0% | $96,683-83.4% | $139,434-88.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 19.37% | 38.43%-19.1pp | 35.69%-16.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,859 | $4,103-54.7% | $3,737-50.3% | $4,751-60.9% |
| Participant deferral / active EE | $4,815 | $5,454-11.7% | $4,878-1.3% | $6,710-28.2% |
| Admin fee / account holder | $93 | $7,877-98.8% | $6,730-98.6% | $11,403-99.2% |