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 | $45,332 | $97,125-53.3% | $86,233-47.4% | $137,256-67.0% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 20.52% | 74.19%-53.7pp | 61.39%-40.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,569 | $2,841-44.8% | $2,504-37.4% | $4,156-62.2% |
| Participant deferral / active EE | $5,194 | $5,180+0.3% | $4,559+13.9% | $6,407-18.9% |
| Admin fee / account holder | $44 | $9,725-99.5% | $8,342-99.5% | $12,270-99.6% |