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 | $8,120 | $100,773-91.9% | $88,946-90.9% | $142,382-94.3% |
| Participation rate | 76.5% | 74.3%+2.2pp | 68.8%+7.6pp | 80.1%-3.6pp |
| Annual return | 21.58% | 70.18%-48.6pp | 57.82%-36.2pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,359 | $2,918-53.4% | $2,555-46.8% | $4,299-68.4% |
| Participant deferral / active EE | $1,883 | $5,230-64.0% | $4,581-58.9% | $6,507-71.1% |
| Admin fee / account holder | $194 | $9,693-98.0% | $8,261-97.6% | $12,624-98.5% |