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 | $18,623 | $172,111-89.2% | $150,298-87.6% | $137,256-86.4% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 20.94% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,152 | $4,636-75.2% | $4,154-72.3% | $4,156-72.3% |
| Participant deferral / active EE | $2,662 | $6,166-56.8% | $5,453-51.2% | $6,407-58.4% |
| Admin fee / account holder | $37 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |