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 8-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 | $20,014 | $106,515-81.2% | $96,683-79.3% | $139,434-85.6% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 18.46% | 38.43%-20.0pp | 35.69%-17.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,565 | $4,103-61.9% | $3,737-58.1% | $4,751-67.1% |
| Participant deferral / active EE | $2,245 | $5,454-58.8% | $4,878-54.0% | $6,710-66.6% |
| Admin fee / account holder | $10 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |