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 5-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 | $18,747 | $148,534-87.4% | $135,903-86.2% | $139,434-86.6% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.43% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,157 | $5,243-77.9% | $4,856-76.2% | $4,751-75.6% |
| Participant deferral / active EE | $5,055 | $8,100-37.6% | $7,758-34.8% | $6,710-24.7% |
| Admin fee / account holder | $191 | $12,400-98.5% | $10,762-98.2% | $11,403-98.3% |