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 | $20,462 | $101,618-79.9% | $93,063-78.0% | $137,256-85.1% |
| Participation rate | 70.0% | 74.9%-4.9pp | 72.1%-2.1pp | 80.0%-10.0pp |
| Annual return | 20.93% | 223.95%-203.0pp | 34.15%-13.2pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,527 | $2,707-43.6% | $2,476-38.3% | $4,156-63.3% |
| Participant deferral / active EE | $2,693 | $4,279-37.1% | $3,958-32.0% | $6,407-58.0% |
| Admin fee / account holder | $19 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |