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 | $35,799 | $172,111-79.2% | $150,298-76.2% | $137,256-73.9% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 26.82% | 69.37%-42.6pp | 62.79%-36.0pp | 220.34%-193.5pp |
| Employer contribution / active EE | $6,937 | $4,636+49.6% | $4,154+67.0% | $4,156+66.9% |
| Participant deferral / active EE | $6,321 | $6,166+2.5% | $5,453+15.9% | $6,407-1.3% |
| Admin fee / account holder | $179 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |