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 | $23,787 | $100,773-76.4% | $88,946-73.3% | $142,382-83.3% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 22.56% | 70.18%-47.6pp | 57.82%-35.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,757 | $2,918-5.5% | $2,555+7.9% | $4,299-35.9% |
| Participant deferral / active EE | $5,744 | $5,230+9.8% | $4,581+25.4% | $6,507-11.7% |
| Admin fee / account holder | $29 | $9,693-99.7% | $8,261-99.6% | $12,624-99.8% |