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 | $13,487 | $110,261-87.8% | $95,745-85.9% | $139,434-90.3% |
| Participation rate | 85.7% | 75.8%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 22.98% | 27.11%-4.1pp | 28.35%-5.4pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,000 | $3,257-38.6% | $2,835-29.4% | $4,751-57.9% |
| Participant deferral / active EE | $2,271 | $4,676-51.4% | $4,245-46.5% | $6,710-66.1% |
| Admin fee / account holder | $129 | $6,613-98.1% | $5,678-97.7% | $11,403-98.9% |