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 | $14,038 | $172,111-91.8% | $150,298-90.7% | $137,256-89.8% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 34.14% | 69.37%-35.2pp | 62.79%-28.6pp | 220.34%-186.2pp |
| Employer contribution / active EE | $1,287 | $4,636-72.2% | $4,154-69.0% | $4,156-69.0% |
| Participant deferral / active EE | $5,166 | $6,166-16.2% | $5,453-5.3% | $6,407-19.4% |
| Admin fee / account holder | $61 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |