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 8-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 | $14,114 | $74,888-81.2% | $71,209-80.2% | $142,382-90.1% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 16.38% | 345.14%-328.8pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,504 | $2,854-47.3% | $2,721-44.7% | $4,299-65.0% |
| Participant deferral / active EE | $3,701 | $4,454-16.9% | $4,175-11.4% | $6,507-43.1% |
| Admin fee / account holder | $137 | $5,568-97.5% | $5,349-97.4% | $12,624-98.9% |