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 | $12,045 | $96,635-87.5% | $86,612-86.1% | $139,434-91.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 14.60% | 106.41%-91.8pp | 591.07%-576.5pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,048 | $3,263-67.9% | $3,022-65.3% | $4,751-77.9% |
| Participant deferral / active EE | $3,581 | $4,836-26.0% | $4,438-19.3% | $6,710-46.6% |
| Admin fee / account holder | $84 | $6,408-98.7% | $5,614-98.5% | $11,403-99.3% |