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 5-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 | $20,183 | $148,534-86.4% | $135,903-85.1% | $139,434-85.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 20.58% | 79.19%-58.6pp | 68.23%-47.6pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,395 | $5,243-54.3% | $4,856-50.7% | $4,751-49.6% |
| Participant deferral / active EE | $3,967 | $8,100-51.0% | $7,758-48.9% | $6,710-40.9% |
| Admin fee / account holder | $84 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |