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 | $16,230 | $117,983-86.2% | $101,794-84.1% | $142,382-88.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 19.72% | 36.92%-17.2pp | 30.53%-10.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,274 | $2,773-54.0% | $2,289-44.3% | $4,299-70.4% |
| Participant deferral / active EE | $3,229 | $4,714-31.5% | $4,084-20.9% | $6,507-50.4% |
| Admin fee / account holder | $57 | $10,433-99.5% | $8,777-99.3% | $12,624-99.5% |