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 | $22,905 | $114,381-80.0% | $107,525-78.7% | $142,382-83.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 26.68% | 242.71%-216.0pp | 181.32%-154.6pp | 217.08%-190.4pp |
| Employer contribution / active EE | $2,040 | $4,015-49.2% | $3,754-45.7% | $4,299-52.6% |
| Participant deferral / active EE | $6,828 | $5,564+22.7% | $5,116+33.5% | $6,507+4.9% |
| Admin fee / account holder | $17 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |