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 | $201,259-82.6% | $184,200-80.9% | $145,959-76.0% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.4pp |
| Annual return | 16.61% | 28.98%-12.4pp | 28.80%-12.2pp | 561.95%-545.3pp |
| Employer contribution / active EE | $4,915 | $7,018-30.0% | $6,424-23.5% | $4,661+5.5% |
| Participant deferral / active EE | $6,556 | $9,806-33.1% | $9,132-28.2% | $6,689-2.0% |
| Admin fee / account holder | $142 | $16,372-99.1% | $13,907-99.0% | $13,398-98.9% |