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 | $24,933 | $74,888-66.7% | $71,209-65.0% | $142,382-82.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.64% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,094 | $2,854-61.7% | $2,721-59.8% | $4,299-74.5% |
| Participant deferral / active EE | $1,167 | $4,454-73.8% | $4,175-72.0% | $6,507-82.1% |
| Admin fee / account holder | $218 | $5,568-96.1% | $5,349-95.9% | $12,624-98.3% |