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 | $35,117 | $201,259-82.6% | $184,200-80.9% | $145,959-75.9% |
| Participation rate | 76.5% | 87.5%-11.0pp | 86.8%-10.4pp | 80.3%-3.8pp |
| Annual return | 29.13% | 28.98%+0.1pp | 28.80%+0.3pp | 561.95%-532.8pp |
| Employer contribution / active EE | $3,505 | $7,018-50.1% | $6,424-45.4% | $4,661-24.8% |
| Participant deferral / active EE | $7,206 | $9,806-26.5% | $9,132-21.1% | $6,689+7.7% |
| Admin fee / account holder | $19 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |