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 | $13,010 | $104,907-87.6% | $84,611-84.6% | $152,861-91.5% |
| Participation rate | 76.2% | 74.8%+1.4pp | 68.2%+8.0pp | 82.4%-6.3pp |
| Annual return | 32.77% | 373.79%-341.0pp | 258.74%-226.0pp | 345.32%-312.5pp |
| Employer contribution / active EE | $1,596 | $3,302-51.7% | $2,652-39.8% | $4,762-66.5% |
| Participant deferral / active EE | $2,889 | $4,688-38.4% | $3,899-25.9% | $5,850-50.6% |
| Admin fee / account holder | $114 | $6,241-98.2% | $4,912-97.7% | $11,596-99.0% |