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 | $17,034 | $95,266-82.1% | $82,389-79.3% | $142,382-88.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 19.86% | 25.74%-5.9pp | 28.67%-8.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,404 | $2,991-19.6% | $2,517-4.5% | $4,299-44.1% |
| Participant deferral / active EE | $7,621 | $4,809+58.5% | $4,155+83.4% | $6,507+17.1% |
| Admin fee / account holder | $79 | $8,563-99.1% | $7,231-98.9% | $12,624-99.4% |