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 | $40,829 | $190,805-78.6% | $159,960-74.5% | $134,475-69.6% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | 23.67% | 552.23%-528.6pp | 408.60%-384.9pp | 417.96%-394.3pp |
| Employer contribution / active EE | $7,069 | $4,995+41.5% | $4,226+67.3% | $4,740+49.1% |
| Participant deferral / active EE | $11,710 | $6,923+69.1% | $6,182+89.4% | $6,400+83.0% |
| Admin fee / account holder | $38 | $10,471-99.6% | $8,698-99.6% | $11,426-99.7% |