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 | $20,309 | $111,754-81.8% | $103,333-80.3% | $145,922-86.1% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 18.13% | 24.77%-6.6pp | 24.88%-6.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,269 | $4,212-46.1% | $3,868-41.3% | $4,660-51.3% |
| Participant deferral / active EE | $3,329 | $5,619-40.7% | $5,057-34.2% | $6,688-50.2% |
| Admin fee / account holder | $12 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |