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 | $31,299 | $201,272-84.4% | $184,203-83.0% | $145,922-78.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 24.57% | 29.00%-4.4pp | 28.81%-4.2pp | 561.29%-536.7pp |
| Employer contribution / active EE | $2,477 | $7,022-64.7% | $6,427-61.5% | $4,660-46.8% |
| Participant deferral / active EE | $5,629 | $9,806-42.6% | $9,131-38.4% | $6,688-15.8% |
| Admin fee / account holder | $17 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |