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 | $17,289 | $177,572-90.3% | $154,803-88.8% | $142,382-87.9% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 25.58% | 65.07%-39.5pp | 58.88%-33.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $2,116 | $4,810-56.0% | $4,305-50.8% | $4,299-50.8% |
| Participant deferral / active EE | $3,882 | $6,272-38.1% | $5,540-29.9% | $6,507-40.4% |
| Admin fee / account holder | $124 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |