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 | $37,664 | $172,111-78.1% | $150,298-74.9% | $137,256-72.6% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 27.75% | 69.37%-41.6pp | 62.79%-35.0pp | 220.34%-192.6pp |
| Employer contribution / active EE | $2,356 | $4,636-49.2% | $4,154-43.3% | $4,156-43.3% |
| Participant deferral / active EE | $11,310 | $6,166+83.4% | $5,453+107.4% | $6,407+76.5% |
| Admin fee / account holder | $159 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |