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 | $30,653 | $112,729-72.8% | $98,716-68.9% | $137,256-77.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 19.88% | 38.48%-18.6pp | 31.81%-11.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,164 | $2,725-57.3% | $2,279-48.9% | $4,156-72.0% |
| Participant deferral / active EE | $4,767 | $4,640+2.7% | $4,048+17.8% | $6,407-25.6% |
| Admin fee / account holder | $69 | $10,129-99.3% | $8,703-99.2% | $12,270-99.4% |