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 | $23,413 | $80,717-71.0% | $154,803-84.9% | $84,808-72.4% |
| Participation rate | 97.6% | 66.8%+30.7pp | 78.1%+19.5pp | 68.3%+29.2pp |
| Annual return | 23.32% | 37.96%-14.6pp | 58.88%-35.6pp | 40.90%-17.6pp |
| Employer contribution / active EE | $3,485 | $2,761+26.2% | $4,305-19.1% | $2,631+32.4% |
| Participant deferral / active EE | $5,663 | $3,303+71.4% | $5,540+2.2% | $4,212+34.5% |
| Admin fee / account holder | $249 | $6,746-96.3% | $14,329-98.3% | $7,344-96.6% |