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 | $18,753 | $175,202-89.3% | $149,673-87.5% | $139,434-86.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 27.42% | 166.71%-139.3pp | 134.42%-107.0pp | 372.94%-345.5pp |
| Employer contribution / active EE | $2,079 | $5,474-62.0% | $4,818-56.8% | $4,751-56.2% |
| Participant deferral / active EE | $6,121 | $6,519-6.1% | $5,680+7.8% | $6,710-8.8% |
| Admin fee / account holder | $39 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |