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 | $29,965 | $100,773-70.3% | $88,946-66.3% | $142,382-79.0% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 25.04% | 70.18%-45.1pp | 57.82%-32.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,310 | $2,918-20.8% | $2,555-9.6% | $4,299-46.3% |
| Participant deferral / active EE | $5,814 | $5,230+11.2% | $4,581+26.9% | $6,507-10.7% |
| Admin fee / account holder | $56 | $9,693-99.4% | $8,261-99.3% | $12,624-99.6% |