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 | $14,158 | $111,754-87.3% | $103,333-86.3% | $145,922-90.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 21.56% | 24.77%-3.2pp | 24.88%-3.3pp | 561.29%-539.7pp |
| Employer contribution / active EE | $2,515 | $4,212-40.3% | $3,868-35.0% | $4,660-46.0% |
| Participant deferral / active EE | $9,788 | $5,619+74.2% | $5,057+93.5% | $6,688+46.4% |
| Admin fee / account holder | $51 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |