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 | $17,932 | $99,877-82.0% | $84,966-78.9% | $145,922-87.7% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 20.15% | 83.76%-63.6pp | 66.38%-46.2pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,868 | $3,231-11.2% | $2,727+5.2% | $4,660-38.4% |
| Participant deferral / active EE | $6,522 | $5,291+23.3% | $4,519+44.3% | $6,688-2.5% |
| Admin fee / account holder | $35 | $7,248-99.5% | $6,149-99.4% | $13,397-99.7% |