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 4-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 | $27,923 | $150,187-81.4% | $120,354-76.8% | $145,922-80.9% |
| Participation rate | 70.0% | 78.8%-8.8pp | 71.9%-1.9pp | 80.3%-10.3pp |
| Annual return | 12.71% | 154.07%-141.4pp | 107.15%-94.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,288 | $4,348-70.4% | $3,463-62.8% | $4,660-72.4% |
| Participant deferral / active EE | $7,630 | $6,173+23.6% | $4,991+52.9% | $6,688+14.1% |
| Admin fee / account holder | $18 | $12,207-99.9% | $9,423-99.8% | $13,397-99.9% |