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 | $71,829-80.0% | $69,780-79.5% | $142,382-89.9% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.3%-7.9pp | 80.1%-8.7pp |
| Annual return | 54.52% | 31.01%+23.5pp | 26.31%+28.2pp | 217.08%-162.6pp |
| Employer contribution / active EE | $2,115 | $4,385-51.8% | $4,168-49.2% | $4,299-50.8% |
| Participant deferral / active EE | $3,098 | $6,819-54.6% | $6,164-49.7% | $6,507-52.4% |
| Admin fee / account holder | $213 | $7,818-97.3% | $7,285-97.1% | $12,624-98.3% |