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 | $23,173 | $106,515-78.2% | $96,683-76.0% | $139,434-83.4% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 26.38% | 38.43%-12.0pp | 35.69%-9.3pp | 372.94%-346.6pp |
| Employer contribution / active EE | $1,812 | $4,103-55.8% | $3,737-51.5% | $4,751-61.8% |
| Participant deferral / active EE | $5,295 | $5,454-2.9% | $4,878+8.5% | $6,710-21.1% |
| Admin fee / account holder | $26 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |