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 | $32,527 | $111,754-70.9% | $103,333-68.5% | $145,922-77.7% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 39.50% | 24.77%+14.7pp | 24.88%+14.6pp | 561.29%-521.8pp |
| Employer contribution / active EE | $2,540 | $4,212-39.7% | $3,868-34.3% | $4,660-45.5% |
| Participant deferral / active EE | $4,769 | $5,619-15.1% | $5,057-5.7% | $6,688-28.7% |
| Admin fee / account holder | $208 | $9,750-97.9% | $8,355-97.5% | $13,397-98.4% |