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 | $26,086 | $94,752-72.5% | $112,887-76.9% | $139,434-81.3% |
| Participation rate | 87.5% | 81.3%+6.2pp | 80.5%+7.0pp | 80.3%+7.2pp |
| Annual return | 24.65% | 40.88%-16.2pp | 34.10%-9.4pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,885 | $4,625-37.6% | $4,563-36.8% | $4,751-39.3% |
| Participant deferral / active EE | $6,599 | $6,512+1.3% | $6,513+1.3% | $6,710-1.7% |
| Admin fee / account holder | $190 | $8,527-97.8% | $7,047-97.3% | $11,403-98.3% |