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 | $18,990 | $100,754-81.2% | $86,677-78.1% | $134,475-85.9% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -11.74% | 29.04%-40.8pp | 35.91%-47.6pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,827 | $3,489-47.7% | $2,836-35.6% | $4,740-61.5% |
| Participant deferral / active EE | $4,852 | $5,338-9.1% | $4,656+4.2% | $6,400-24.2% |
| Admin fee / account holder | $105 | $10,926-99.0% | $7,493-98.6% | $11,426-99.1% |