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 | $19,017 | $56,053-66.1% | $75,972-75.0% | $80,856-76.5% |
| Participation rate | 84.8% | 62.0%+22.7pp | 69.1%+15.7pp | 67.6%+17.1pp |
| Annual return | 23.22% | 20.53%+2.7pp | 359.55%-336.3pp | 35.59%-12.4pp |
| Employer contribution / active EE | $2,958 | $1,874+57.8% | $2,685+10.2% | $2,755+7.4% |
| Participant deferral / active EE | $5,303 | $3,052+73.8% | $4,255+24.6% | $4,296+23.4% |
| Admin fee / account holder | $289 | $5,234-94.5% | $6,467-95.5% | $6,918-95.8% |