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 | $14,344 | $74,888-80.8% | $71,209-79.9% | $142,382-89.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 18.34% | 345.14%-326.8pp | 282.51%-264.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,457 | $2,854-49.0% | $2,721-46.5% | $4,299-66.1% |
| Participant deferral / active EE | $2,992 | $4,454-32.8% | $4,175-28.4% | $6,507-54.0% |
| Admin fee / account holder | $102 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |