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 | $19,771 | $172,111-88.5% | $150,298-86.8% | $137,256-85.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 21.90% | 69.37%-47.5pp | 62.79%-40.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,276 | $4,636-72.5% | $4,154-69.3% | $4,156-69.3% |
| Participant deferral / active EE | $4,558 | $6,166-26.1% | $5,453-16.4% | $6,407-28.9% |
| Admin fee / account holder | $81 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |