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 4-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 | $36,765 | $114,381-67.9% | $107,525-65.8% | $142,382-74.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.05% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,528 | $4,015-12.1% | $3,754-6.0% | $4,299-17.9% |
| Participant deferral / active EE | $3,301 | $5,564-40.7% | $5,116-35.5% | $6,507-49.3% |
| Admin fee / account holder | $178 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |