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 | $21,889 | $202,432-89.2% | $169,368-87.1% | $139,434-84.3% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 19.02% | 531.74%-512.7pp | 405.60%-386.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,750 | $4,692-62.7% | $4,013-56.4% | $4,751-63.2% |
| Participant deferral / active EE | $5,470 | $6,938-21.2% | $6,221-12.1% | $6,710-18.5% |
| Admin fee / account holder | $53 | $10,708-99.5% | $9,003-99.4% | $11,403-99.5% |