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 | $33,349 | $111,754-70.2% | $103,333-67.7% | $145,922-77.1% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 16.92% | 24.77%-7.8pp | 24.88%-8.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,200 | $4,212-47.8% | $3,868-43.1% | $4,660-52.8% |
| Participant deferral / active EE | $4,054 | $5,619-27.8% | $5,057-19.8% | $6,688-39.4% |
| Admin fee / account holder | $215 | $9,750-97.8% | $8,355-97.4% | $13,397-98.4% |