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 | $25,120 | $163,101-84.6% | $136,749-81.6% | $142,382-82.4% |
| Participation rate | 91.7% | 78.2%+13.4pp | 72.1%+19.5pp | 80.1%+11.5pp |
| Annual return | 29.83% | 27.54%+2.3pp | 24.33%+5.5pp | 217.08%-187.2pp |
| Employer contribution / active EE | $3,362 | $4,117-18.3% | $3,400-1.1% | $4,299-21.8% |
| Participant deferral / active EE | $5,194 | $5,585-7.0% | $4,692+10.7% | $6,507-20.2% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |