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 | $104,974-80.5% | $95,585-78.6% | $142,382-85.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 20.93% | 210.33%-189.4pp | 38.56%-17.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,527 | $2,779-45.1% | $2,527-39.6% | $4,299-64.5% |
| Participant deferral / active EE | $2,693 | $4,352-38.1% | $4,023-33.1% | $6,507-58.6% |
| Admin fee / account holder | $19 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |