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 3-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 | $11,852 | $94,338-87.4% | $100,534-88.2% | $142,382-91.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 80.6%-5.6pp | 80.1%-5.1pp |
| Annual return | 13.29% | 29.20%-15.9pp | 32.66%-19.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,066 | $4,237-51.2% | $4,346-52.5% | $4,299-51.9% |
| Participant deferral / active EE | $3,462 | $5,934-41.7% | $6,144-43.7% | $6,507-46.8% |
| Admin fee / account holder | $264 | $8,421-96.9% | $7,654-96.5% | $12,624-97.9% |