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 | $21,260 | $176,056-87.9% | $159,436-86.7% | $167,490-87.3% |
| Participation rate | 78.9% | 84.9%-6.0pp | 82.8%-3.9pp | 82.1%-3.2pp |
| Annual return | 22.76% | 331.75%-309.0pp | 263.57%-240.8pp | 478.56%-455.8pp |
| Employer contribution / active EE | $2,079 | $5,297-60.8% | $4,829-57.0% | $4,837-57.0% |
| Participant deferral / active EE | $4,534 | $7,750-41.5% | $7,352-38.3% | $6,341-28.5% |
| Admin fee / account holder | $6 | $12,554-100.0% | $10,799-99.9% | $12,309-100.0% |