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 | $23,971 | $112,729-78.7% | $98,716-75.7% | $137,256-82.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 21.61% | 38.48%-16.9pp | 31.81%-10.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,732 | $2,725+0.2% | $2,279+19.9% | $4,156-34.3% |
| Participant deferral / active EE | $5,358 | $4,640+15.5% | $4,048+32.4% | $6,407-16.4% |
| Admin fee / account holder | $41 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |