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 | $25,166 | $112,729-77.7% | $98,716-74.5% | $137,256-81.7% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.3%+23.6pp | 80.0%+12.9pp |
| Annual return | 20.52% | 38.48%-18.0pp | 31.81%-11.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,850 | $2,725-32.1% | $2,279-18.8% | $4,156-55.5% |
| Participant deferral / active EE | $3,501 | $4,640-24.6% | $4,048-13.5% | $6,407-45.4% |
| Admin fee / account holder | $47 | $10,129-99.5% | $8,703-99.5% | $12,270-99.6% |