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 | $11,535 | $87,166-86.8% | $76,735-85.0% | $137,256-91.6% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 28.80% | 26.50%+2.3pp | 29.77%-1.0pp | 220.34%-191.5pp |
| Employer contribution / active EE | $1,402 | $2,904-51.7% | $2,454-42.9% | $4,156-66.3% |
| Participant deferral / active EE | $5,594 | $4,726+18.4% | $4,088+36.8% | $6,407-12.7% |
| Admin fee / account holder | $124 | $8,403-98.5% | $7,189-98.3% | $12,270-99.0% |