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 | $20,509 | $177,572-88.5% | $154,803-86.8% | $142,382-85.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 19.58% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,022 | $4,810-78.8% | $4,305-76.3% | $4,299-76.2% |
| Participant deferral / active EE | $4,550 | $6,272-27.5% | $5,540-17.9% | $6,507-30.1% |
| Admin fee / account holder | $26 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |