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 | $17,830 | $114,381-84.4% | $107,525-83.4% | $142,382-87.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 24.26% | 242.71%-218.4pp | 181.32%-157.1pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,329 | $4,015-66.9% | $3,754-64.6% | $4,299-69.1% |
| Participant deferral / active EE | $2,579 | $5,564-53.7% | $5,116-49.6% | $6,507-60.4% |
| Admin fee / account holder | $28 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |