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 | $18,364 | $104,974-82.5% | $95,585-80.8% | $142,382-87.1% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 27.36% | 210.33%-183.0pp | 38.56%-11.2pp | 217.08%-189.7pp |
| Employer contribution / active EE | $1,726 | $2,779-37.9% | $2,527-31.7% | $4,299-59.9% |
| Participant deferral / active EE | $4,412 | $4,352+1.4% | $4,023+9.7% | $6,507-32.2% |
| Admin fee / account holder | $167 | $6,386-97.4% | $6,127-97.3% | $12,624-98.7% |