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 | $19,292 | $159,901-87.9% | $146,958-86.9% | $145,922-86.8% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 22.08% | 98.13%-76.1pp | 418.34%-396.3pp | 561.29%-539.2pp |
| Employer contribution / active EE | $2,747 | $5,286-48.0% | $4,933-44.3% | $4,660-41.1% |
| Participant deferral / active EE | $9,431 | $8,428+11.9% | $8,070+16.9% | $6,688+41.0% |
| Admin fee / account holder | $196 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |