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 | $14,253 | $114,381-87.5% | $107,525-86.7% | $142,382-90.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 21.20% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,766 | $4,015-56.0% | $3,754-52.9% | $4,299-58.9% |
| Participant deferral / active EE | $2,238 | $5,564-59.8% | $5,116-56.3% | $6,507-65.6% |
| Admin fee / account holder | $74 | $9,860-99.2% | $8,919-99.2% | $12,624-99.4% |