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 | $23,261 | $111,754-79.2% | $103,333-77.5% | $145,922-84.1% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 23.83% | 24.77%-0.9pp | 24.88%-1.1pp | 561.29%-537.5pp |
| Employer contribution / active EE | $1,913 | $4,212-54.6% | $3,868-50.5% | $4,660-59.0% |
| Participant deferral / active EE | $4,965 | $5,619-11.6% | $5,057-1.8% | $6,688-25.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |