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 | $30,756 | $175,202-82.4% | $149,673-79.5% | $139,434-77.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 18.65% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,745 | $5,474-68.1% | $4,818-63.8% | $4,751-63.3% |
| Participant deferral / active EE | $3,772 | $6,519-42.1% | $5,680-33.6% | $6,710-43.8% |
| Admin fee / account holder | $18 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |