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 | $26,336 | $97,744-73.1% | $103,476-74.5% | $145,922-82.0% |
| Participation rate | 70.0% | 81.1%-11.1pp | 80.5%-10.5pp | 80.3%-10.3pp |
| Annual return | 29.09% | 25.41%+3.7pp | 23.90%+5.2pp | 561.29%-532.2pp |
| Employer contribution / active EE | $2,257 | $4,677-51.7% | $4,672-51.7% | $4,660-51.6% |
| Participant deferral / active EE | $5,844 | $6,603-11.5% | $6,623-11.8% | $6,688-12.6% |
| Admin fee / account holder | $291 | $12,515-97.7% | $9,413-96.9% | $13,397-97.8% |