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 | $14,758 | $100,773-85.4% | $88,946-83.4% | $142,382-89.6% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 20.39% | 70.18%-49.8pp | 57.82%-37.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,653 | $2,918-43.4% | $2,555-35.3% | $4,299-61.6% |
| Participant deferral / active EE | $2,789 | $5,230-46.7% | $4,581-39.1% | $6,507-57.1% |
| Admin fee / account holder | $132 | $9,693-98.6% | $8,261-98.4% | $12,624-99.0% |