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 | $17,649 | $148,534-88.1% | $135,903-87.0% | $139,434-87.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 24.96% | 79.19%-54.2pp | 68.23%-43.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $2,137 | $5,243-59.2% | $4,856-56.0% | $4,751-55.0% |
| Participant deferral / active EE | $7,029 | $8,100-13.2% | $7,758-9.4% | $6,710+4.8% |
| Admin fee / account holder | $81 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |