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 | $21,116 | $111,754-81.1% | $103,333-79.6% | $145,922-85.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.55% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,181 | $4,212-48.2% | $3,868-43.6% | $4,660-53.2% |
| Participant deferral / active EE | $2,582 | $5,619-54.0% | $5,057-48.9% | $6,688-61.4% |
| Admin fee / account holder | $179 | $9,750-98.2% | $8,355-97.9% | $13,397-98.7% |