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 | $20,761 | $64,707-67.9% | $112,228-81.5% | $68,494-69.7% |
| Participation rate | 77.4% | 67.2%+10.3pp | 75.1%+2.4pp | 67.9%+9.5pp |
| Annual return | 71.54% | -11.40%+82.9pp | 27.45%+44.1pp | -7.84%+79.4pp |
| Employer contribution / active EE | $2,244 | $2,746-18.3% | $3,635-38.3% | $2,596-13.6% |
| Participant deferral / active EE | $4,696 | $3,565+31.7% | $4,728-0.7% | $4,027+16.6% |
| Admin fee / account holder | $140 | $5,232-97.3% | $6,410-97.8% | $5,403-97.4% |