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 4-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 | $33,732 | $177,572-81.0% | $154,803-78.2% | $142,382-76.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 26.09% | 65.07%-39.0pp | 58.88%-32.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,927 | $4,810-59.9% | $4,305-55.2% | $4,299-55.2% |
| Participant deferral / active EE | $5,822 | $6,272-7.2% | $5,540+5.1% | $6,507-10.5% |
| Admin fee / account holder | $64 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |