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 | $42,092 | $133,922-68.6% | $116,228-63.8% | $142,382-70.4% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 20.83% | 147.76%-126.9pp | 90.06%-69.2pp | 217.08%-196.2pp |
| Employer contribution / active EE | $876 | $3,446-74.6% | $2,994-70.8% | $4,299-79.6% |
| Participant deferral / active EE | $2,296 | $5,672-59.5% | $4,953-53.7% | $6,507-64.7% |
| Admin fee / account holder | $43 | $14,945-99.7% | $11,989-99.6% | $12,624-99.7% |