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 | $13,418 | $114,381-88.3% | $107,525-87.5% | $142,382-90.6% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 27.64% | 242.71%-215.1pp | 181.32%-153.7pp | 217.08%-189.4pp |
| Employer contribution / active EE | $2,080 | $4,015-48.2% | $3,754-44.6% | $4,299-51.6% |
| Participant deferral / active EE | $3,802 | $5,564-31.7% | $5,116-25.7% | $6,507-41.6% |
| Admin fee / account holder | $51 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |