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 | $21,427 | $111,724-80.8% | $93,606-77.1% | $145,922-85.3% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 18.84% | 202.98%-184.1pp | 133.20%-114.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,388 | $3,090-55.1% | $2,420-42.6% | $4,660-70.2% |
| Participant deferral / active EE | $3,387 | $4,912-31.0% | $4,411-23.2% | $6,688-49.4% |
| Admin fee / account holder | $108 | $10,250-98.9% | $8,285-98.7% | $13,397-99.2% |