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 | $30,386 | $111,754-72.8% | $103,333-70.6% | $145,922-79.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 14.07% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $6,020 | $4,212+42.9% | $3,868+55.6% | $4,660+29.2% |
| Participant deferral / active EE | $3,412 | $5,619-39.3% | $5,057-32.5% | $6,688-49.0% |
| Admin fee / account holder | $195 | $9,750-98.0% | $8,355-97.7% | $13,397-98.5% |