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 | $16,859 | $106,584-84.2% | $101,326-83.4% | $142,382-88.2% |
| Participation rate | 81.8% | 82.7%-0.9pp | 81.5%+0.3pp | 80.1%+1.7pp |
| Annual return | 19.26% | 36.93%-17.7pp | 36.82%-17.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,239 | $3,956-43.4% | $3,665-38.9% | $4,299-47.9% |
| Participant deferral / active EE | $2,460 | $8,297-70.4% | $7,994-69.2% | $6,507-62.2% |
| Admin fee / account holder | $240 | $11,446-97.9% | $11,185-97.9% | $12,624-98.1% |