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 | $12,746 | $95,561-86.7% | $77,163-83.5% | $139,434-90.9% |
| Participation rate | 83.3% | 73.9%+9.4pp | 69.6%+13.8pp | 80.3%+3.0pp |
| Annual return | 19.53% | 54.92%-35.4pp | 37.87%-18.3pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,052 | $3,147-66.6% | $2,535-58.5% | $4,751-77.9% |
| Participant deferral / active EE | $2,828 | $4,624-38.8% | $3,833-26.2% | $6,710-57.9% |
| Admin fee / account holder | $74 | $8,295-99.1% | $5,472-98.6% | $11,403-99.3% |