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 | $27,572 | $172,111-84.0% | $150,298-81.7% | $137,256-79.9% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 28.84% | 69.37%-40.5pp | 62.79%-33.9pp | 220.34%-191.5pp |
| Employer contribution / active EE | $2,691 | $4,636-42.0% | $4,154-35.2% | $4,156-35.3% |
| Participant deferral / active EE | $7,326 | $6,166+18.8% | $5,453+34.4% | $6,407+14.4% |
| Admin fee / account holder | $60 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |