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 | $14,686 | $106,515-86.2% | $96,683-84.8% | $139,434-89.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 20.42% | 38.43%-18.0pp | 35.69%-15.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,502 | $4,103-63.4% | $3,737-59.8% | $4,751-68.4% |
| Participant deferral / active EE | $2,281 | $5,454-58.2% | $4,878-53.2% | $6,710-66.0% |
| Admin fee / account holder | $249 | $7,877-96.8% | $6,730-96.3% | $11,403-97.8% |