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 | $20,737 | $177,572-88.3% | $154,803-86.6% | $142,382-85.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 39.72% | 65.07%-25.3pp | 58.88%-19.2pp | 217.08%-177.4pp |
| Employer contribution / active EE | $2,628 | $4,810-45.4% | $4,305-39.0% | $4,299-38.9% |
| Participant deferral / active EE | $8,493 | $6,272+35.4% | $5,540+53.3% | $6,507+30.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |