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 | $41,146 | $172,111-76.1% | $150,298-72.6% | $137,256-70.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 19.76% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $5,014 | $4,636+8.1% | $4,154+20.7% | $4,156+20.6% |
| Participant deferral / active EE | $2,537 | $6,166-58.8% | $5,453-53.5% | $6,407-60.4% |
| Admin fee / account holder | $27 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |