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 | $34,321 | $172,111-80.1% | $150,298-77.2% | $137,256-75.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 20.23% | 69.37%-49.1pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,209 | $4,636-52.3% | $4,154-46.8% | $4,156-46.8% |
| Participant deferral / active EE | $8,194 | $6,166+32.9% | $5,453+50.3% | $6,407+27.9% |
| Admin fee / account holder | $130 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |