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 | $37,150 | $117,983-68.5% | $101,794-63.5% | $142,382-73.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 21.46% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,888 | $2,773+4.1% | $2,289+26.2% | $4,299-32.8% |
| Participant deferral / active EE | $5,298 | $4,714+12.4% | $4,084+29.7% | $6,507-18.6% |
| Admin fee / account holder | $204 | $10,433-98.0% | $8,777-97.7% | $12,624-98.4% |