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 | $32,836 | $176,056-81.3% | $159,436-79.4% | $167,490-80.4% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 19.73% | 331.75%-312.0pp | 263.57%-243.8pp | 478.56%-458.8pp |
| Employer contribution / active EE | $4,501 | $5,297-15.0% | $4,829-6.8% | $4,837-7.0% |
| Participant deferral / active EE | $10,623 | $7,750+37.1% | $7,352+44.5% | $6,341+67.5% |
| Admin fee / account holder | $61 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |