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 | $85,773 | $201,272-57.4% | $184,203-53.4% | $145,922-41.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 25.20% | 29.00%-3.8pp | 28.81%-3.6pp | 561.29%-536.1pp |
| Employer contribution / active EE | $12,276 | $7,022+74.8% | $6,427+91.0% | $4,660+163.5% |
| Participant deferral / active EE | $9,811 | $9,8060% | $9,131+7.4% | $6,688+46.7% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |