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 | $13,538 | $106,584-87.3% | $101,326-86.6% | $142,382-90.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 24.20% | 36.93%-12.7pp | 36.82%-12.6pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,025 | $3,956-74.1% | $3,665-72.0% | $4,299-76.1% |
| Participant deferral / active EE | $2,594 | $8,297-68.7% | $7,994-67.6% | $6,507-60.1% |
| Admin fee / account holder | $52 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |