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 | $45,332 | $100,773-55.0% | $88,946-49.0% | $142,382-68.2% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 20.52% | 70.18%-49.7pp | 57.82%-37.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,569 | $2,918-46.2% | $2,555-38.6% | $4,299-63.5% |
| Participant deferral / active EE | $5,194 | $5,230-0.7% | $4,581+13.4% | $6,507-20.2% |
| Admin fee / account holder | $44 | $9,693-99.5% | $8,261-99.5% | $12,624-99.7% |