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 5-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 | $17,490 | $148,534-88.2% | $135,903-87.1% | $139,434-87.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 22.53% | 79.19%-56.7pp | 68.23%-45.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,224 | $5,243-76.7% | $4,856-74.8% | $4,751-74.2% |
| Participant deferral / active EE | $3,771 | $8,100-53.5% | $7,758-51.4% | $6,710-43.8% |
| Admin fee / account holder | $92 | $12,400-99.3% | $10,762-99.1% | $11,403-99.2% |