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 | $26,431 | $108,919-75.7% | $100,391-73.7% | $145,922-81.9% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 13.92% | 57.88%-44.0pp | 49.20%-35.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,388 | $4,419-68.6% | $3,942-64.8% | $4,660-70.2% |
| Participant deferral / active EE | $5,275 | $8,445-37.5% | $8,082-34.7% | $6,688-21.1% |
| Admin fee / account holder | $50 | $9,689-99.5% | $7,899-99.4% | $13,397-99.6% |