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 3-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 | $17,690 | $102,245-82.7% | $89,340-80.2% | $137,256-87.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 20.57% | 21.89%-1.3pp | 20.57%0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $887 | $2,529-64.9% | $2,231-60.3% | $4,156-78.7% |
| Participant deferral / active EE | $2,764 | $4,436-37.7% | $3,823-27.7% | $6,407-56.9% |
| Admin fee / account holder | $24 | $8,085-99.7% | $6,704-99.6% | $12,270-99.8% |