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 | $21,468 | $58,208-63.1% | $81,812-73.8% | $80,856-73.4% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.3%-0.9pp | 67.6%+3.8pp |
| Annual return | 12.81% | 41.66%-28.8pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,399 | $2,340+2.5% | $2,912-17.6% | $2,755-12.9% |
| Participant deferral / active EE | $4,832 | $3,281+47.3% | $4,319+11.9% | $4,296+12.5% |
| Admin fee / account holder | $234 | $4,981-95.3% | $7,386-96.8% | $6,918-96.6% |