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 6-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 | $16,329 | $99,921-83.7% | $85,009-80.8% | $145,959-88.8% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 9.08% | 83.89%-74.8pp | 66.47%-57.4pp | 561.95%-552.9pp |
| Employer contribution / active EE | $2,271 | $3,233-29.8% | $2,728-16.8% | $4,661-51.3% |
| Participant deferral / active EE | $3,688 | $5,293-30.3% | $4,522-18.4% | $6,689-44.9% |
| Admin fee / account holder | $95 | $7,252-98.7% | $6,153-98.5% | $13,398-99.3% |