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 | $19,809 | $101,618-80.5% | $93,063-78.7% | $137,256-85.6% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 21.47% | 223.95%-202.5pp | 34.15%-12.7pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,688 | $2,707-37.6% | $2,476-31.8% | $4,156-59.4% |
| Participant deferral / active EE | $3,115 | $4,279-27.2% | $3,958-21.3% | $6,407-51.4% |
| Admin fee / account holder | $20 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |