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 | $30,563 | $183,519-83.3% | $155,509-80.3% | $145,922-79.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.97% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,700 | $5,313-11.5% | $4,672+0.6% | $4,660+0.9% |
| Participant deferral / active EE | $10,356 | $6,462+60.2% | $5,626+84.1% | $6,688+54.8% |
| Admin fee / account holder | $178 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |