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 | $23,746 | $114,381-79.2% | $107,525-77.9% | $142,382-83.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 15.12% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,491 | $4,015-62.9% | $3,754-60.3% | $4,299-65.3% |
| Participant deferral / active EE | $4,658 | $5,564-16.3% | $5,116-8.9% | $6,507-28.4% |
| Admin fee / account holder | $192 | $9,860-98.1% | $8,919-97.8% | $12,624-98.5% |