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 | $14,756 | $94,752-84.4% | $112,887-86.9% | $139,434-89.4% |
| Participation rate | 83.3% | 81.3%+2.1pp | 80.5%+2.8pp | 80.3%+3.0pp |
| Annual return | 39.09% | 40.88%-1.8pp | 34.10%+5.0pp | 372.94%-333.9pp |
| Employer contribution / active EE | $2,253 | $4,625-51.3% | $4,563-50.6% | $4,751-52.6% |
| Participant deferral / active EE | $2,354 | $6,512-63.8% | $6,513-63.9% | $6,710-64.9% |
| Admin fee / account holder | $29 | $8,527-99.7% | $7,047-99.6% | $11,403-99.7% |