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 3-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 | $23,508 | $165,984-85.8% | $164,813-85.7% | $145,922-83.9% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 19.20% | 100.03%-80.8pp | 69.93%-50.7pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,881 | $5,273-64.3% | $4,341-56.7% | $4,660-59.6% |
| Participant deferral / active EE | $3,322 | $6,959-52.3% | $6,031-44.9% | $6,688-50.3% |
| Admin fee / account holder | $109 | $16,648-99.3% | $12,690-99.1% | $13,397-99.2% |