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 | $20,265 | $106,515-81.0% | $96,683-79.0% | $139,434-85.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 31.16% | 38.43%-7.3pp | 35.69%-4.5pp | 372.94%-341.8pp |
| Employer contribution / active EE | $2,404 | $4,103-41.4% | $3,737-35.7% | $4,751-49.4% |
| Participant deferral / active EE | $6,161 | $5,454+13.0% | $4,878+26.3% | $6,710-8.2% |
| Admin fee / account holder | $19 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |