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 | $13,272 | $172,111-92.3% | $150,298-91.2% | $137,256-90.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 24.24% | 69.37%-45.1pp | 62.79%-38.5pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,228 | $4,636-51.9% | $4,154-46.4% | $4,156-46.4% |
| Participant deferral / active EE | $4,096 | $6,166-33.6% | $5,453-24.9% | $6,407-36.1% |
| Admin fee / account holder | $47 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |