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 | $73,726 | $209,336-64.8% | $197,124-62.6% | $137,256-46.3% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 20.59% | 48.09%-27.5pp | 44.34%-23.8pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,785 | $6,591-42.6% | $6,227-39.2% | $4,156-8.9% |
| Participant deferral / active EE | $6,351 | $9,614-33.9% | $9,135-30.5% | $6,407-0.9% |
| Admin fee / account holder | $13 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |