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 | $17,550 | $172,111-89.8% | $150,298-88.3% | $137,256-87.2% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 18.64% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,683 | $4,636-63.7% | $4,154-59.5% | $4,156-59.5% |
| Participant deferral / active EE | $3,160 | $6,166-48.8% | $5,453-42.1% | $6,407-50.7% |
| Admin fee / account holder | $264 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |