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 | $36,117 | $177,572-79.7% | $154,803-76.7% | $142,382-74.6% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 24.41% | 65.07%-40.7pp | 58.88%-34.5pp | 217.08%-192.7pp |
| Employer contribution / active EE | $2,242 | $4,810-53.4% | $4,305-47.9% | $4,299-47.8% |
| Participant deferral / active EE | $9,317 | $6,272+48.6% | $5,540+68.2% | $6,507+43.2% |
| Admin fee / account holder | $9 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |