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 | $22,608 | $163,101-86.1% | $136,749-83.5% | $142,382-84.1% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 17.62% | 27.54%-9.9pp | 24.33%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,067 | $4,117-25.5% | $3,400-9.8% | $4,299-28.7% |
| Participant deferral / active EE | $4,287 | $5,585-23.2% | $4,692-8.6% | $6,507-34.1% |
| Admin fee / account holder | $136 | $14,318-99.0% | $11,386-98.8% | $12,624-98.9% |