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 7-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 | $39,675 | $114,381-65.3% | $107,525-63.1% | $142,382-72.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.82% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,387 | $4,015-40.5% | $3,754-36.4% | $4,299-44.5% |
| Participant deferral / active EE | $5,775 | $5,564+3.8% | $5,116+12.9% | $6,507-11.3% |
| Admin fee / account holder | $287 | $9,860-97.1% | $8,919-96.8% | $12,624-97.7% |