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 | $44,102 | $159,602-72.4% | $150,045-70.6% | $142,382-69.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 52.48% | 70.24%-17.8pp | 62.55%-10.1pp | 217.08%-164.6pp |
| Employer contribution / active EE | $3,787 | $4,961-23.7% | $4,693-19.3% | $4,299-11.9% |
| Participant deferral / active EE | $9,122 | $8,310+9.8% | $7,997+14.1% | $6,507+40.2% |
| Admin fee / account holder | $37 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |