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 | $177,572-78.8% | $154,803-75.7% | $142,382-73.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 27.75% | 65.07%-37.3pp | 58.88%-31.1pp | 217.08%-189.3pp |
| Employer contribution / active EE | $2,356 | $4,810-51.0% | $4,305-45.3% | $4,299-45.2% |
| Participant deferral / active EE | $11,310 | $6,272+80.3% | $5,540+104.1% | $6,507+73.8% |
| Admin fee / account holder | $159 | $16,786-99.1% | $14,329-98.9% | $12,624-98.7% |