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 | $34,493 | $124,425-72.3% | $112,040-69.2% | $137,256-74.9% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 25.89% | 24.72%+1.2pp | 24.52%+1.4pp | 220.34%-194.4pp |
| Employer contribution / active EE | $1,934 | $3,411-43.3% | $2,954-34.5% | $4,156-53.5% |
| Participant deferral / active EE | $3,733 | $5,718-34.7% | $5,098-26.8% | $6,407-41.7% |
| Admin fee / account holder | $187 | $15,207-98.8% | $12,098-98.5% | $12,270-98.5% |