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 5-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 | $20,448 | $106,584-80.8% | $101,326-79.8% | $142,382-85.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 22.46% | 36.93%-14.5pp | 36.82%-14.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,595 | $3,956-34.4% | $3,665-29.2% | $4,299-39.6% |
| Participant deferral / active EE | $3,307 | $8,297-60.1% | $7,994-58.6% | $6,507-49.2% |
| Admin fee / account holder | $60 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |