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 | $16,743 | $108,919-84.6% | $100,391-83.3% | $145,922-88.5% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 23.60% | 57.88%-34.3pp | 49.20%-25.6pp | 561.29%-537.7pp |
| Employer contribution / active EE | $3,450 | $4,419-21.9% | $3,942-12.5% | $4,660-26.0% |
| Participant deferral / active EE | $5,512 | $8,445-34.7% | $8,082-31.8% | $6,688-17.6% |
| Admin fee / account holder | $20 | $9,689-99.8% | $7,899-99.7% | $13,397-99.9% |