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 | $38,004 | $159,602-76.2% | $150,045-74.7% | $142,382-73.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 27.16% | 70.24%-43.1pp | 62.55%-35.4pp | 217.08%-189.9pp |
| Employer contribution / active EE | $1,252 | $4,961-74.8% | $4,693-73.3% | $4,299-70.9% |
| Participant deferral / active EE | $5,235 | $8,310-37.0% | $7,997-34.5% | $6,507-19.5% |
| Admin fee / account holder | $83 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |