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 | $8,754 | $95,266-90.8% | $82,389-89.4% | $142,382-93.9% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 24.04% | 25.74%-1.7pp | 28.67%-4.6pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,255 | $2,991-58.0% | $2,517-50.1% | $4,299-70.8% |
| Participant deferral / active EE | $1,268 | $4,809-73.6% | $4,155-69.5% | $6,507-80.5% |
| Admin fee / account holder | $50 | $8,563-99.4% | $7,231-99.3% | $12,624-99.6% |