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 | $34,307 | $154,228-77.8% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 30.01% | 74.59%-44.6pp | 66.58%-36.6pp | 220.34%-190.3pp |
| Employer contribution / active EE | $3,284 | $4,804-31.6% | $4,554-27.9% | $4,156-21.0% |
| Participant deferral / active EE | $7,295 | $8,216-11.2% | $7,897-7.6% | $6,407+13.9% |
| Admin fee / account holder | $50 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |