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 | $39,872 | $118,427-66.3% | $66,042-39.6% | $142,382-72.0% |
| Participation rate | 88.9% | 68.1%+20.8pp | 67.5%+21.4pp | 80.1%+8.8pp |
| Annual return | 15.54% | 35.57%-20.0pp | 52.11%-36.6pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,760 | $2,570+7.4% | $1,579+74.8% | $4,299-35.8% |
| Participant deferral / active EE | $10,769 | $4,311+149.8% | $2,835+279.8% | $6,507+65.5% |
| Admin fee / account holder | $265 | $9,593-97.2% | $5,747-95.4% | $12,624-97.9% |