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 5-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 | $27,248 | $214,378-87.3% | $200,582-86.4% | $142,382-80.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 25.03% | 46.41%-21.4pp | 42.33%-17.3pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,534 | $6,841-63.0% | $6,419-60.5% | $4,299-41.1% |
| Participant deferral / active EE | $5,954 | $9,865-39.6% | $9,331-36.2% | $6,507-8.5% |
| Admin fee / account holder | $108 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |