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 | $22,526 | $124,425-81.9% | $112,040-79.9% | $137,256-83.6% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 30.70% | 24.72%+6.0pp | 24.52%+6.2pp | 220.34%-189.6pp |
| Employer contribution / active EE | $3,507 | $3,411+2.8% | $2,954+18.7% | $4,156-15.6% |
| Participant deferral / active EE | $5,462 | $5,718-4.5% | $5,098+7.1% | $6,407-14.7% |
| Admin fee / account holder | $20 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |