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 | $56,215 | $117,983-52.4% | $101,794-44.8% | $142,382-60.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 20.19% | 36.92%-16.7pp | 30.53%-10.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,255 | $2,773-54.7% | $2,289-45.2% | $4,299-70.8% |
| Participant deferral / active EE | $2,568 | $4,714-45.5% | $4,084-37.1% | $6,507-60.5% |
| Admin fee / account holder | $91 | $10,433-99.1% | $8,777-99.0% | $12,624-99.3% |