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 | $19,069 | $111,535-82.9% | $105,223-81.9% | $137,256-86.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 16.48% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,811 | $3,939-3.3% | $3,689+3.3% | $4,156-8.3% |
| Participant deferral / active EE | $3,138 | $5,500-43.0% | $5,072-38.1% | $6,407-51.0% |
| Admin fee / account holder | $212 | $9,721-97.8% | $8,859-97.6% | $12,270-98.3% |