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 | $15,256 | $111,754-86.3% | $103,333-85.2% | $145,922-89.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 79.94% | 24.77%+55.2pp | 24.88%+55.1pp | 561.29%-481.3pp |
| Employer contribution / active EE | $1,911 | $4,212-54.6% | $3,868-50.6% | $4,660-59.0% |
| Participant deferral / active EE | $3,310 | $5,619-41.1% | $5,057-34.6% | $6,688-50.5% |
| Admin fee / account holder | $56 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |