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 | $21,558 | $172,111-87.5% | $150,298-85.7% | $137,256-84.3% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 39.67% | 69.37%-29.7pp | 62.79%-23.1pp | 220.34%-180.7pp |
| Employer contribution / active EE | $2,164 | $4,636-53.3% | $4,154-47.9% | $4,156-47.9% |
| Participant deferral / active EE | $4,997 | $6,166-18.9% | $5,453-8.3% | $6,407-22.0% |
| Admin fee / account holder | $40 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |