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 | $25,282 | $148,534-83.0% | $135,903-81.4% | $139,434-81.9% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 146.75% | 79.19%+67.6pp | 68.23%+78.5pp | 372.94%-226.2pp |
| Employer contribution / active EE | $3,049 | $5,243-41.8% | $4,856-37.2% | $4,751-35.8% |
| Participant deferral / active EE | $5,378 | $8,100-33.6% | $7,758-30.7% | $6,710-19.8% |
| Admin fee / account holder | $77 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |