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 | $25,137 | $148,534-83.1% | $135,903-81.5% | $139,434-82.0% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 18.79% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.2pp |
| Employer contribution / active EE | $7,271 | $5,243+38.7% | $4,856+49.7% | $4,751+53.0% |
| Participant deferral / active EE | $3,939 | $8,100-51.4% | $7,758-49.2% | $6,710-41.3% |
| Admin fee / account holder | $141 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |