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 | $32,052 | $173,345-81.5% | $136,007-76.4% | $145,922-78.0% |
| Participation rate | 87.5% | 80.5%+7.0pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 14.29% | 1163.32%-1149.0pp | 579.32%-565.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,890 | $5,278-45.2% | $4,217-31.5% | $4,660-38.0% |
| Participant deferral / active EE | $7,597 | $8,699-12.7% | $7,025+8.1% | $6,688+13.6% |
| Admin fee / account holder | $83 | $9,954-99.2% | $6,858-98.8% | $13,397-99.4% |