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 | $31,907 | $117,841-72.9% | $102,423-68.8% | $145,922-78.1% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 34.29% | 31.65%+2.6pp | 29.32%+5.0pp | 561.29%-527.0pp |
| Employer contribution / active EE | $14,551 | $3,615+302.6% | $3,023+381.3% | $4,660+212.3% |
| Participant deferral / active EE | $5,710 | $5,731-0.4% | $5,053+13.0% | $6,688-14.6% |
| Admin fee / account holder | $232 | $13,326-98.3% | $9,451-97.5% | $13,397-98.3% |