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 | $41,838 | $159,602-73.8% | $150,045-72.1% | $142,382-70.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 27.49% | 70.24%-42.7pp | 62.55%-35.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $5,024 | $4,961+1.3% | $4,693+7.1% | $4,299+16.9% |
| Participant deferral / active EE | $10,021 | $8,310+20.6% | $7,997+25.3% | $6,507+54.0% |
| Admin fee / account holder | $35 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |