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 | $13,561 | $172,111-92.1% | $150,298-91.0% | $137,256-90.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 23.52% | 69.37%-45.9pp | 62.79%-39.3pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,680 | $4,636-63.8% | $4,154-59.6% | $4,156-59.6% |
| Participant deferral / active EE | $1,966 | $6,166-68.1% | $5,453-64.0% | $6,407-69.3% |
| Admin fee / account holder | $262 | $16,471-98.4% | $14,116-98.1% | $12,270-97.9% |