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 5-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 | $40,709 | $163,101-75.0% | $136,749-70.2% | $142,382-71.4% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 13.70% | 27.54%-13.8pp | 24.33%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,994 | $4,117-27.3% | $3,400-11.9% | $4,299-30.4% |
| Participant deferral / active EE | $5,698 | $5,585+2.0% | $4,692+21.4% | $6,507-12.4% |
| Admin fee / account holder | $15 | $14,318-99.9% | $11,386-99.9% | $12,624-99.9% |