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 | $22,337 | $80,717-72.3% | $154,803-85.6% | $84,808-73.7% |
| Participation rate | 88.9% | 66.8%+22.1pp | 78.1%+10.8pp | 68.3%+20.6pp |
| Annual return | 21.10% | 37.96%-16.9pp | 58.88%-37.8pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,438 | $2,761-11.7% | $4,305-43.4% | $2,631-7.3% |
| Participant deferral / active EE | $5,814 | $3,303+76.0% | $5,540+4.9% | $4,212+38.0% |
| Admin fee / account holder | $171 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |