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 | $72,071-80.1% | $68,368-79.0% | $137,256-89.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 18.34% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,457 | $2,788-47.8% | $2,649-45.0% | $4,156-65.0% |
| Participant deferral / active EE | $2,992 | $4,410-32.2% | $4,123-27.4% | $6,407-53.3% |
| Admin fee / account holder | $102 | $5,336-98.1% | $5,150-98.0% | $12,270-99.2% |