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 | $23,410 | $133,922-82.5% | $116,228-79.9% | $142,382-83.6% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.6%-4.6pp | 80.1%-10.1pp |
| Annual return | 22.91% | 147.76%-124.9pp | 90.06%-67.1pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,549 | $3,446-26.0% | $2,994-14.9% | $4,299-40.7% |
| Participant deferral / active EE | $3,997 | $5,672-29.5% | $4,953-19.3% | $6,507-38.6% |
| Admin fee / account holder | $45 | $14,945-99.7% | $11,989-99.6% | $12,624-99.6% |