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 | $41,159 | $125,758-67.3% | $169,993-75.8% | $75,163-45.2% |
| Participation rate | 77.8% | 83.6%-5.8pp | 87.0%-9.2pp | 67.2%+10.6pp |
| Annual return | 22.28% | 27.20%-4.9pp | 53.37%-31.1pp | 160.62%-138.3pp |
| Employer contribution / active EE | $2,810 | $4,615-39.1% | $6,785-58.6% | $2,670+5.2% |
| Participant deferral / active EE | $4,797 | $6,837-29.8% | $10,408-53.9% | $4,125+16.3% |
| Admin fee / account holder | $183 | $8,173-97.8% | $12,815-98.6% | $5,651-96.8% |