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 | $25,050 | $172,111-85.4% | $150,298-83.3% | $137,256-81.7% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 25.61% | 69.37%-43.8pp | 62.79%-37.2pp | 220.34%-194.7pp |
| Employer contribution / active EE | $3,060 | $4,636-34.0% | $4,154-26.3% | $4,156-26.4% |
| Participant deferral / active EE | $7,424 | $6,166+20.4% | $5,453+36.2% | $6,407+15.9% |
| Admin fee / account holder | $85 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |