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 6-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 | $29,317 | $158,398-81.5% | $126,539-76.8% | $142,382-79.4% |
| Participation rate | 72.7% | 75.8%-3.1pp | 69.8%+2.9pp | 80.1%-7.4pp |
| Annual return | 20.26% | 593.76%-573.5pp | 425.95%-405.7pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,019 | $4,650-78.1% | $3,674-72.3% | $4,299-76.3% |
| Participant deferral / active EE | $3,456 | $4,767-27.5% | $4,083-15.3% | $6,507-46.9% |
| Admin fee / account holder | $17 | $6,918-99.7% | $6,065-99.7% | $12,624-99.9% |