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 | $66,832 | $72,071-7.3% | $68,368-2.2% | $137,256-51.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 23.47% | 353.14%-329.7pp | 292.57%-269.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,150 | $2,788-22.9% | $2,649-18.9% | $4,156-48.3% |
| Participant deferral / active EE | $12,322 | $4,410+179.4% | $4,123+198.9% | $6,407+92.3% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |