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 | $20,388 | $70,756-71.2% | $65,493-68.9% | $142,382-85.7% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 23.98% | 1754.89%-1730.9pp | 982.45%-958.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,679 | $2,881-7.0% | $2,574+4.1% | $4,299-37.7% |
| Participant deferral / active EE | $5,410 | $4,637+16.7% | $3,961+36.6% | $6,507-16.9% |
| Admin fee / account holder | $216 | $6,559-96.7% | $5,028-95.7% | $12,624-98.3% |