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 | $16,838 | $74,888-77.5% | $71,209-76.4% | $142,382-88.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 28.07% | 345.14%-317.1pp | 282.51%-254.4pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,379 | $2,854-16.7% | $2,721-12.6% | $4,299-44.7% |
| Participant deferral / active EE | $4,254 | $4,454-4.5% | $4,175+1.9% | $6,507-34.6% |
| Admin fee / account holder | $75 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |