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 | $13,872 | $95,561-85.5% | $77,163-82.0% | $139,434-90.1% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 27.16% | 54.92%-27.8pp | 37.87%-10.7pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,334 | $3,147-25.9% | $2,535-7.9% | $4,751-50.9% |
| Participant deferral / active EE | $2,471 | $4,624-46.6% | $3,833-35.5% | $6,710-63.2% |
| Admin fee / account holder | $17 | $8,295-99.8% | $5,472-99.7% | $11,403-99.9% |