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 | $42,259 | $85,766-50.7% | $136,294-69.0% | $70,131-39.7% |
| Participation rate | 93.2% | 74.2%+19.1pp | 81.9%+11.3pp | 69.5%+23.7pp |
| Annual return | 22.15% | 31.45%-9.3pp | 5155.94%-5133.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $11,955 | $2,966+303.1% | $4,695+154.6% | $2,342+410.4% |
| Participant deferral / active EE | $11,944 | $5,051+136.4% | $6,247+91.2% | $3,332+258.5% |
| Admin fee / account holder | $252 | $5,420-95.4% | $9,243-97.3% | $4,645-94.6% |