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 6-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 | $21,455 | $183,519-88.3% | $155,509-86.2% | $145,922-85.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.20% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,585 | $5,313-51.3% | $4,672-44.7% | $4,660-44.5% |
| Participant deferral / active EE | $5,556 | $6,462-14.0% | $5,626-1.3% | $6,688-16.9% |
| Admin fee / account holder | $130 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |