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 6-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 | $25,321 | $111,724-77.3% | $93,606-72.9% | $145,922-82.6% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 16.60% | 202.98%-186.4pp | 133.20%-116.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,276 | $3,090-26.3% | $2,420-5.9% | $4,660-51.1% |
| Participant deferral / active EE | $4,196 | $4,912-14.6% | $4,411-4.9% | $6,688-37.3% |
| Admin fee / account holder | $243 | $10,250-97.6% | $8,285-97.1% | $13,397-98.2% |