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 | $15,987 | $77,899-79.5% | $149,673-89.3% | $75,163-78.7% |
| Participation rate | 72.7% | 65.6%+7.1pp | 78.8%-6.0pp | 67.2%+5.5pp |
| Annual return | 40.49% | 31.72%+8.8pp | 134.42%-93.9pp | 160.62%-120.1pp |
| Employer contribution / active EE | $1,293 | $3,137-58.8% | $4,818-73.2% | $2,670-51.6% |
| Participant deferral / active EE | $2,696 | $3,411-21.0% | $5,680-52.5% | $4,125-34.6% |
| Admin fee / account holder | $274 | $5,956-95.4% | $13,210-97.9% | $5,651-95.1% |