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 | $18,390 | $115,882-84.1% | $100,516-81.7% | $158,922-88.4% |
| Participation rate | 81.0% | 81.6%-0.6pp | 79.4%+1.6pp | 82.0%-1.0pp |
| Annual return | 35.78% | 34.79%+1.0pp | 30.89%+4.9pp | 302.83%-267.0pp |
| Employer contribution / active EE | $2,335 | $4,103-43.1% | $3,418-31.7% | $4,761-50.9% |
| Participant deferral / active EE | $7,100 | $6,674+6.4% | $6,270+13.2% | $5,982+18.7% |
| Admin fee / account holder | $19 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |