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 | $10,074 | $102,245-90.1% | $89,340-88.7% | $137,256-92.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 29.26% | 21.89%+7.4pp | 20.57%+8.7pp | 220.34%-191.1pp |
| Employer contribution / active EE | $1,403 | $2,529-44.5% | $2,231-37.1% | $4,156-66.2% |
| Participant deferral / active EE | $1,932 | $4,436-56.5% | $3,823-49.5% | $6,407-69.8% |
| Admin fee / account holder | $15 | $8,085-99.8% | $6,704-99.8% | $12,270-99.9% |