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 | $22,995 | $124,425-81.5% | $112,040-79.5% | $137,256-83.2% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.5%-3.2pp | 80.0%-6.6pp |
| Annual return | 47.49% | 24.72%+22.8pp | 24.52%+23.0pp | 220.34%-172.8pp |
| Employer contribution / active EE | $1,636 | $3,411-52.0% | $2,954-44.6% | $4,156-60.6% |
| Participant deferral / active EE | $2,178 | $5,718-61.9% | $5,098-57.3% | $6,407-66.0% |
| Admin fee / account holder | $33 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |