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 | $18,319 | $72,071-74.6% | $68,368-73.2% | $137,256-86.7% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 23.40% | 353.14%-329.7pp | 292.57%-269.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,038 | $2,788-26.9% | $2,649-23.1% | $4,156-51.0% |
| Participant deferral / active EE | $2,866 | $4,410-35.0% | $4,123-30.5% | $6,407-55.3% |
| Admin fee / account holder | $13 | $5,336-99.8% | $5,150-99.7% | $12,270-99.9% |