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 | $18,026 | $85,022-78.8% | $70,515-74.4% | $139,434-87.1% |
| Participation rate | 73.3% | 73.9%-0.6pp | 68.3%+5.0pp | 80.3%-7.0pp |
| Annual return | 24.76% | 30.38%-5.6pp | 32.77%-8.0pp | 372.94%-348.2pp |
| Employer contribution / active EE | $1,996 | $3,909-48.9% | $2,973-32.9% | $4,751-58.0% |
| Participant deferral / active EE | $3,707 | $5,890-37.1% | $4,567-18.8% | $6,710-44.8% |
| Admin fee / account holder | $135 | $8,906-98.5% | $6,412-97.9% | $11,403-98.8% |