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 7-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 | $30,684 | $127,065-75.9% | $113,168-72.9% | $142,382-78.4% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 14.76% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,517 | $3,442-55.9% | $2,975-49.0% | $4,299-64.7% |
| Participant deferral / active EE | $2,220 | $5,716-61.2% | $5,107-56.5% | $6,507-65.9% |
| Admin fee / account holder | $251 | $15,736-98.4% | $12,068-97.9% | $12,624-98.0% |