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 | $20,541 | $114,381-82.0% | $107,525-80.9% | $142,382-85.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 23.02% | 242.71%-219.7pp | 181.32%-158.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,213 | $4,015-44.9% | $3,754-41.0% | $4,299-48.5% |
| Participant deferral / active EE | $2,946 | $5,564-47.1% | $5,116-42.4% | $6,507-54.7% |
| Admin fee / account holder | $19 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |