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 6-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 | $14,550 | $177,572-91.8% | $154,803-90.6% | $142,382-89.8% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 21.19% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,182 | $4,810-33.8% | $4,305-26.1% | $4,299-26.0% |
| Participant deferral / active EE | $3,207 | $6,272-48.9% | $5,540-42.1% | $6,507-50.7% |
| Admin fee / account holder | $127 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |