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 | $41,651 | $159,602-73.9% | $150,045-72.2% | $142,382-70.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 22.91% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $3,074 | $4,961-38.0% | $4,693-34.5% | $4,299-28.5% |
| Participant deferral / active EE | $9,360 | $8,310+12.6% | $7,997+17.0% | $6,507+43.8% |
| Admin fee / account holder | $90 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |