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 | $34,621 | $95,266-63.7% | $82,389-58.0% | $142,382-75.7% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 20.81% | 25.74%-4.9pp | 28.67%-7.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,071 | $2,991+2.7% | $2,517+22.0% | $4,299-28.6% |
| Participant deferral / active EE | $10,747 | $4,809+123.5% | $4,155+158.7% | $6,507+65.1% |
| Admin fee / account holder | $188 | $8,563-97.8% | $7,231-97.4% | $12,624-98.5% |