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 | $23,178 | $117,859-80.3% | $102,438-77.4% | $145,959-84.1% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 30.10% | 31.72%-1.6pp | 29.37%+0.7pp | 561.95%-531.8pp |
| Employer contribution / active EE | $2,115 | $3,615-41.5% | $3,024-30.1% | $4,661-54.6% |
| Participant deferral / active EE | $3,055 | $5,732-46.7% | $5,054-39.6% | $6,689-54.3% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |