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 | $13,992 | $88,751-84.2% | $81,812-82.9% | $145,922-90.4% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 17.91% | 1025.40%-1007.5pp | 773.79%-755.9pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,134 | $3,083-63.2% | $2,912-61.1% | $4,660-75.7% |
| Participant deferral / active EE | $3,031 | $4,643-34.7% | $4,319-29.8% | $6,688-54.7% |
| Admin fee / account holder | $155 | $8,415-98.2% | $7,386-97.9% | $13,397-98.8% |