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 | $38,671 | $127,065-69.6% | $113,168-65.8% | $142,382-72.8% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 21.37% | 24.03%-2.7pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,039 | $3,442-40.8% | $2,975-31.5% | $4,299-52.6% |
| Participant deferral / active EE | $5,635 | $5,716-1.4% | $5,107+10.3% | $6,507-13.4% |
| Admin fee / account holder | $19 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |