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 5-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 | $28,564 | $177,572-83.9% | $154,803-81.5% | $142,382-79.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 22.32% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,937 | $4,810-38.9% | $4,305-31.8% | $4,299-31.7% |
| Participant deferral / active EE | $6,756 | $6,272+7.7% | $5,540+21.9% | $6,507+3.8% |
| Admin fee / account holder | $70 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |