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 | $55,834 | $102,317-45.4% | $146,958-62.0% | $80,856-30.9% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 20.31% | 134.76%-114.4pp | 418.34%-398.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $3,194 | $3,713-14.0% | $4,933-35.3% | $2,755+15.9% |
| Participant deferral / active EE | $9,825 | $6,644+47.9% | $8,070+21.7% | $4,296+128.7% |
| Admin fee / account holder | $223 | $7,941-97.2% | $12,998-98.3% | $6,918-96.8% |