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 | $111,535-81.6% | $105,223-80.5% | $137,256-85.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 23.02% | 237.85%-214.8pp | 180.65%-157.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,213 | $3,939-43.8% | $3,689-40.0% | $4,156-46.7% |
| Participant deferral / active EE | $2,946 | $5,500-46.4% | $5,072-41.9% | $6,407-54.0% |
| Admin fee / account holder | $19 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |