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 | $20,571 | $172,111-88.0% | $150,298-86.3% | $137,256-85.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 20.19% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,129 | $4,636-75.6% | $4,154-72.8% | $4,156-72.8% |
| Participant deferral / active EE | $4,453 | $6,166-27.8% | $5,453-18.3% | $6,407-30.5% |
| Admin fee / account holder | $46 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |