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 | $5,943 | $101,618-94.2% | $93,063-93.6% | $137,256-95.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 18.86% | 223.95%-205.1pp | 34.15%-15.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $669 | $2,707-75.3% | $2,476-73.0% | $4,156-83.9% |
| Participant deferral / active EE | $774 | $4,279-81.9% | $3,958-80.4% | $6,407-87.9% |
| Admin fee / account holder | $169 | $6,198-97.3% | $6,033-97.2% | $12,270-98.6% |