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 | $15,017 | $105,126-85.7% | $94,646-84.1% | $139,434-89.2% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 29.71% | 38.03%-8.3pp | 156.71%-127.0pp | 372.94%-343.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,986 | $7,599-21.2% | $7,418-19.3% | $6,710-10.8% |
| Admin fee / account holder | $107 | $8,984-98.8% | $7,231-98.5% | $11,403-99.1% |