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 6-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 | $31,767 | $114,381-72.2% | $107,525-70.5% | $142,382-77.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.40% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,683 | $4,015-58.1% | $3,754-55.2% | $4,299-60.9% |
| Participant deferral / active EE | $1,683 | $5,564-69.8% | $5,116-67.1% | $6,507-74.1% |
| Admin fee / account holder | $125 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |