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 | $56,371 | $117,983-52.2% | $101,794-44.6% | $142,382-60.4% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 20.02% | 36.92%-16.9pp | 30.53%-10.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,883 | $2,773+4.0% | $2,289+25.9% | $4,299-32.9% |
| Participant deferral / active EE | $7,587 | $4,714+61.0% | $4,084+85.8% | $6,507+16.6% |
| Admin fee / account holder | $196 | $10,433-98.1% | $8,777-97.8% | $12,624-98.4% |