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 | $23,593 | $89,753-73.7% | $107,525-78.1% | $84,808-72.2% |
| Participation rate | 93.3% | 68.1%+25.3pp | 75.1%+18.3pp | 68.3%+25.0pp |
| Annual return | 20.36% | 29.48%-9.1pp | 181.32%-161.0pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,719 | $3,113-12.7% | $3,754-27.6% | $2,631+3.3% |
| Participant deferral / active EE | $5,757 | $4,056+41.9% | $5,116+12.5% | $4,212+36.7% |
| Admin fee / account holder | $166 | $7,222-97.7% | $8,919-98.1% | $7,344-97.7% |