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 | $35,709 | $183,519-80.5% | $155,509-77.0% | $145,922-75.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 23.29% | 61.17%-37.9pp | 64.67%-41.4pp | 561.29%-538.0pp |
| Employer contribution / active EE | $3,341 | $5,313-37.1% | $4,672-28.5% | $4,660-28.3% |
| Participant deferral / active EE | $7,279 | $6,462+12.6% | $5,626+29.4% | $6,688+8.8% |
| Admin fee / account holder | $22 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |