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 | $13,165 | $77,899-83.1% | $149,673-91.2% | $75,163-82.5% |
| Participation rate | 79.4% | 65.6%+13.8pp | 78.8%+0.6pp | 67.2%+12.2pp |
| Annual return | 22.29% | 31.72%-9.4pp | 134.42%-112.1pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,806 | $3,137-42.4% | $4,818-62.5% | $2,670-32.4% |
| Participant deferral / active EE | $3,891 | $3,411+14.1% | $5,680-31.5% | $4,125-5.7% |
| Admin fee / account holder | $160 | $5,956-97.3% | $13,210-98.8% | $5,651-97.2% |