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 | $15,194 | $106,515-85.7% | $96,683-84.3% | $139,434-89.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 46.27% | 38.43%+7.8pp | 35.69%+10.6pp | 372.94%-326.7pp |
| Employer contribution / active EE | $2,674 | $4,103-34.8% | $3,737-28.4% | $4,751-43.7% |
| Participant deferral / active EE | $5,345 | $5,454-2.0% | $4,878+9.6% | $6,710-20.3% |
| Admin fee / account holder | $19 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |