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 5-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 | $35,101 | $201,272-82.6% | $184,203-80.9% | $145,922-75.9% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.4pp |
| Annual return | 16.61% | 29.00%-12.4pp | 28.81%-12.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,915 | $7,022-30.0% | $6,427-23.5% | $4,660+5.5% |
| Participant deferral / active EE | $6,556 | $9,806-33.1% | $9,131-28.2% | $6,688-2.0% |
| Admin fee / account holder | $142 | $16,364-99.1% | $13,901-99.0% | $13,397-98.9% |