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 | $25,150 | $112,881-77.7% | $90,951-72.3% | $158,922-84.2% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 14.39% | 215.79%-201.4pp | 134.60%-120.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,590 | $2,893-45.0% | $2,122-25.1% | $4,761-66.6% |
| Participant deferral / active EE | $4,216 | $4,128+2.1% | $3,373+25.0% | $5,982-29.5% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |