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 | $15,973 | $154,365-89.7% | $130,231-87.7% | $139,434-88.5% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.3%-4.9pp | 80.3%-8.9pp |
| Annual return | 20.13% | 30.34%-10.2pp | 38.77%-18.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,595 | $5,170-69.1% | $4,126-61.3% | $4,751-66.4% |
| Participant deferral / active EE | $3,489 | $8,498-58.9% | $6,799-48.7% | $6,710-48.0% |
| Admin fee / account holder | $108 | $9,214-98.8% | $6,020-98.2% | $11,403-99.1% |