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 | $13,523 | $172,111-92.1% | $150,298-91.0% | $137,256-90.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 20.98% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,082 | $4,636-76.7% | $4,154-74.0% | $4,156-74.0% |
| Participant deferral / active EE | $1,641 | $6,166-73.4% | $5,453-69.9% | $6,407-74.4% |
| Admin fee / account holder | $33 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |