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 | $19,991 | $114,381-82.5% | $107,525-81.4% | $142,382-86.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 28.95% | 242.71%-213.8pp | 181.32%-152.4pp | 217.08%-188.1pp |
| Employer contribution / active EE | $4,114 | $4,015+2.5% | $3,754+9.6% | $4,299-4.3% |
| Participant deferral / active EE | $6,352 | $5,564+14.2% | $5,116+24.2% | $6,507-2.4% |
| Admin fee / account holder | $177 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |