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 | $19,477 | $124,281-84.3% | $109,143-82.2% | $167,490-88.4% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 26.67% | 26.04%+0.6pp | 25.75%+0.9pp | 478.56%-451.9pp |
| Employer contribution / active EE | $1,614 | $4,207-61.6% | $3,722-56.6% | $4,837-66.6% |
| Participant deferral / active EE | $3,866 | $5,255-26.4% | $4,653-16.9% | $6,341-39.0% |
| Admin fee / account holder | $116 | $7,970-98.5% | $6,752-98.3% | $12,309-99.1% |