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 | $32,990 | $76,367-56.8% | $93,606-64.8% | $72,985-54.8% |
| Participation rate | 77.8% | 71.7%+6.0pp | 75.8%+1.9pp | 69.5%+8.3pp |
| Annual return | 17.44% | 25.82%-8.4pp | 32.76%-15.3pp | 81.00%-63.6pp |
| Employer contribution / active EE | $523 | $2,275-77.0% | $2,718-80.7% | $2,440-78.5% |
| Participant deferral / active EE | $1,343 | $3,538-62.0% | $4,069-67.0% | $3,607-62.8% |
| Admin fee / account holder | $286 | $6,838-95.8% | $7,888-96.4% | $5,124-94.4% |