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 | $14,528 | $172,111-91.6% | $150,298-90.3% | $137,256-89.4% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 25.16% | 69.37%-44.2pp | 62.79%-37.6pp | 220.34%-195.2pp |
| Employer contribution / active EE | $2,659 | $4,636-42.6% | $4,154-36.0% | $4,156-36.0% |
| Participant deferral / active EE | $3,016 | $6,166-51.1% | $5,453-44.7% | $6,407-52.9% |
| Admin fee / account holder | $185 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |