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 | $100,970-83.3% | $96,576-82.5% | $137,256-87.7% |
| Participation rate | 81.8% | 82.6%-0.8pp | 81.4%+0.4pp | 80.0%+1.9pp |
| Annual return | 19.26% | 38.16%-18.9pp | 38.47%-19.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,239 | $3,809-41.2% | $3,553-37.0% | $4,156-46.1% |
| Participant deferral / active EE | $2,460 | $8,286-70.3% | $7,956-69.1% | $6,407-61.6% |
| Admin fee / account holder | $240 | $11,312-97.9% | $11,381-97.9% | $12,270-98.0% |