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 | $17,621 | $114,381-84.6% | $107,525-83.6% | $142,382-87.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 25.13% | 242.71%-217.6pp | 181.32%-156.2pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,535 | $4,015-36.9% | $3,754-32.5% | $4,299-41.0% |
| Participant deferral / active EE | $2,772 | $5,564-50.2% | $5,116-45.8% | $6,507-57.4% |
| Admin fee / account holder | $252 | $9,860-97.4% | $8,919-97.2% | $12,624-98.0% |