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 | $11,923 | $117,983-89.9% | $101,794-88.3% | $142,382-91.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 20.45% | 36.92%-16.5pp | 30.53%-10.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,262 | $2,773-54.5% | $2,289-44.9% | $4,299-70.6% |
| Participant deferral / active EE | $2,729 | $4,714-42.1% | $4,084-33.2% | $6,507-58.1% |
| Admin fee / account holder | $44 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |