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 | $18,173 | $118,450-84.7% | $98,439-81.5% | $139,434-87.0% |
| Participation rate | 70.6% | 77.4%-6.8pp | 75.2%-4.6pp | 80.3%-9.7pp |
| Annual return | 25.20% | 18.94%+6.3pp | 21.16%+4.0pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,557 | $3,609-56.8% | $3,048-48.9% | $4,751-67.2% |
| Participant deferral / active EE | $4,185 | $5,392-22.4% | $4,738-11.7% | $6,710-37.6% |
| Admin fee / account holder | $274 | $14,026-98.0% | $8,948-96.9% | $11,403-97.6% |