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 | $20,448 | $100,970-79.7% | $96,576-78.8% | $137,256-85.1% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 22.46% | 38.16%-15.7pp | 38.47%-16.0pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,595 | $3,809-31.9% | $3,553-27.0% | $4,156-37.6% |
| Participant deferral / active EE | $3,307 | $8,286-60.1% | $7,956-58.4% | $6,407-48.4% |
| Admin fee / account holder | $60 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |