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 3-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 | $13,413 | $101,618-86.8% | $93,063-85.6% | $137,256-90.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 21.56% | 223.95%-202.4pp | 34.15%-12.6pp | 220.34%-198.8pp |
| Employer contribution / active EE | $777 | $2,707-71.3% | $2,476-68.6% | $4,156-81.3% |
| Participant deferral / active EE | $3,304 | $4,279-22.8% | $3,958-16.5% | $6,407-48.4% |
| Admin fee / account holder | $154 | $6,198-97.5% | $6,033-97.4% | $12,270-98.7% |