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 | $177,572-85.9% | $154,803-83.8% | $142,382-82.4% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 25.61% | 65.07%-39.5pp | 58.88%-33.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $3,060 | $4,810-36.4% | $4,305-28.9% | $4,299-28.8% |
| Participant deferral / active EE | $7,424 | $6,272+18.4% | $5,540+34.0% | $6,507+14.1% |
| Admin fee / account holder | $85 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |