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 6-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 | $37,316 | $87,733-57.5% | $106,548-65.0% | $85,850-56.5% |
| Participation rate | 95.1% | 71.9%+23.2pp | 76.1%+19.0pp | 69.3%+25.8pp |
| Annual return | 24.00% | 21.86%+2.1pp | 26.80%-2.8pp | 318.53%-294.5pp |
| Employer contribution / active EE | $2,589 | $2,073+24.9% | $2,819-8.2% | $2,565+0.9% |
| Participant deferral / active EE | $5,133 | $3,469+48.0% | $4,398+16.7% | $3,952+29.9% |
| Admin fee / account holder | $179 | $6,767-97.4% | $7,407-97.6% | $6,260-97.1% |