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 | $31,249 | $172,111-81.8% | $150,298-79.2% | $137,256-77.2% |
| Participation rate | 91.3% | 81.7%+9.6pp | 77.8%+13.5pp | 80.0%+11.3pp |
| Annual return | 32.68% | 69.37%-36.7pp | 62.79%-30.1pp | 220.34%-187.7pp |
| Employer contribution / active EE | $2,794 | $4,636-39.7% | $4,154-32.7% | $4,156-32.8% |
| Participant deferral / active EE | $7,612 | $6,166+23.5% | $5,453+39.6% | $6,407+18.8% |
| Admin fee / account holder | $132 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |