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 | $25,887 | $89,753-71.2% | $107,525-75.9% | $84,808-69.5% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 16.74% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,214 | $3,113-28.9% | $3,754-41.0% | $2,631-15.8% |
| Participant deferral / active EE | $4,456 | $4,056+9.9% | $5,116-12.9% | $4,212+5.8% |
| Admin fee / account holder | $297 | $7,222-95.9% | $8,919-96.7% | $7,344-96.0% |