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 | $18,511 | $148,534-87.5% | $135,903-86.4% | $139,434-86.7% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 37.12% | 79.19%-42.1pp | 68.23%-31.1pp | 372.94%-335.8pp |
| Employer contribution / active EE | $3,204 | $5,243-38.9% | $4,856-34.0% | $4,751-32.6% |
| Participant deferral / active EE | $5,761 | $8,100-28.9% | $7,758-25.7% | $6,710-14.1% |
| Admin fee / account holder | $227 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |