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 4-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 | $38,554 | $133,922-71.2% | $116,228-66.8% | $142,382-72.9% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 22.89% | 147.76%-124.9pp | 90.06%-67.2pp | 217.08%-194.2pp |
| Employer contribution / active EE | $3,083 | $3,446-10.5% | $2,994+3.0% | $4,299-28.3% |
| Participant deferral / active EE | $18,822 | $5,672+231.8% | $4,953+280.0% | $6,507+189.3% |
| Admin fee / account holder | $138 | $14,945-99.1% | $11,989-98.9% | $12,624-98.9% |