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 4-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 | $35,558 | $209,336-83.0% | $197,124-82.0% | $137,256-74.1% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 24.94% | 48.09%-23.1pp | 44.34%-19.4pp | 220.34%-195.4pp |
| Employer contribution / active EE | $2,256 | $6,591-65.8% | $6,227-63.8% | $4,156-45.7% |
| Participant deferral / active EE | $10,458 | $9,614+8.8% | $9,135+14.5% | $6,407+63.2% |
| Admin fee / account holder | $228 | $17,308-98.7% | $16,298-98.6% | $12,270-98.1% |