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 | $23,770 | $172,111-86.2% | $150,298-84.2% | $137,256-82.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 29.56% | 69.37%-39.8pp | 62.79%-33.2pp | 220.34%-190.8pp |
| Employer contribution / active EE | $1,591 | $4,636-65.7% | $4,154-61.7% | $4,156-61.7% |
| Participant deferral / active EE | $11,536 | $6,166+87.1% | $5,453+111.6% | $6,407+80.1% |
| Admin fee / account holder | $54 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |