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 | $30,104 | $89,753-66.5% | $107,525-72.0% | $84,808-64.5% |
| Participation rate | 85.2% | 68.1%+17.1pp | 75.1%+10.1pp | 68.3%+16.9pp |
| Annual return | 24.32% | 29.48%-5.2pp | 181.32%-157.0pp | 40.90%-16.6pp |
| Employer contribution / active EE | $3,474 | $3,113+11.6% | $3,754-7.4% | $2,631+32.0% |
| Participant deferral / active EE | $5,933 | $4,056+46.3% | $5,116+16.0% | $4,212+40.9% |
| Admin fee / account holder | $224 | $7,222-96.9% | $8,919-97.5% | $7,344-96.9% |