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 6-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 | $17,591 | $183,519-90.4% | $155,509-88.7% | $145,922-87.9% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 13.13% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,478 | $5,313-72.2% | $4,672-68.4% | $4,660-68.3% |
| Participant deferral / active EE | $3,168 | $6,462-51.0% | $5,626-43.7% | $6,688-52.6% |
| Admin fee / account holder | $119 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |