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 | $21,262 | $100,773-78.9% | $88,946-76.1% | $142,382-85.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.55% | 70.18%-53.6pp | 57.82%-41.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,670 | $2,918-42.8% | $2,555-34.6% | $4,299-61.2% |
| Participant deferral / active EE | $3,611 | $5,230-31.0% | $4,581-21.2% | $6,507-44.5% |
| Admin fee / account holder | $110 | $9,693-98.9% | $8,261-98.7% | $12,624-99.1% |