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 | $28,298 | $175,202-83.8% | $149,673-81.1% | $139,434-79.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 14.70% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $7,013 | $5,474+28.1% | $4,818+45.6% | $4,751+47.6% |
| Participant deferral / active EE | $5,872 | $6,519-9.9% | $5,680+3.4% | $6,710-12.5% |
| Admin fee / account holder | $110 | $16,150-99.3% | $13,210-99.2% | $11,403-99.0% |