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 | $17,480 | $117,983-85.2% | $101,794-82.8% | $142,382-87.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 25.07% | 36.92%-11.9pp | 30.53%-5.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,684 | $2,773-39.3% | $2,289-26.4% | $4,299-60.8% |
| Participant deferral / active EE | $2,836 | $4,714-39.8% | $4,084-30.6% | $6,507-56.4% |
| Admin fee / account holder | $16 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |