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 | $14,335 | $70,532-79.7% | $68,948-79.2% | $137,256-89.6% |
| Participation rate | 71.4% | 81.0%-9.5pp | 79.2%-7.7pp | 80.0%-8.5pp |
| Annual return | 54.52% | 32.56%+22.0pp | 28.39%+26.1pp | 220.34%-165.8pp |
| Employer contribution / active EE | $2,115 | $4,355-51.4% | $4,165-49.2% | $4,156-49.1% |
| Participant deferral / active EE | $3,098 | $6,773-54.3% | $6,186-49.9% | $6,407-51.7% |
| Admin fee / account holder | $213 | $7,916-97.3% | $7,539-97.2% | $12,270-98.3% |