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 | $30,256 | $154,228-80.4% | $145,433-79.2% | $137,256-78.0% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 21.59% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,587 | $4,804-67.0% | $4,554-65.2% | $4,156-61.8% |
| Participant deferral / active EE | $6,848 | $8,216-16.7% | $7,897-13.3% | $6,407+6.9% |
| Admin fee / account holder | $224 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |