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 | $21,592 | $117,841-81.7% | $102,423-78.9% | $145,922-85.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 11.82% | 31.65%-19.8pp | 29.32%-17.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,234 | $3,615-38.2% | $3,023-26.1% | $4,660-52.1% |
| Participant deferral / active EE | $3,711 | $5,731-35.2% | $5,053-26.6% | $6,688-44.5% |
| Admin fee / account holder | $151 | $13,326-98.9% | $9,451-98.4% | $13,397-98.9% |