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 | $28,611 | $183,519-84.4% | $155,509-81.6% | $145,922-80.4% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 16.29% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,202 | $5,313-77.4% | $4,672-74.3% | $4,660-74.2% |
| Participant deferral / active EE | $5,298 | $6,462-18.0% | $5,626-5.8% | $6,688-20.8% |
| Admin fee / account holder | $90 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |