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 | $21,183 | $100,773-79.0% | $88,946-76.2% | $142,382-85.1% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 37.56% | 70.18%-32.6pp | 57.82%-20.3pp | 217.08%-179.5pp |
| Employer contribution / active EE | $3,142 | $2,918+7.7% | $2,555+23.0% | $4,299-26.9% |
| Participant deferral / active EE | $5,382 | $5,230+2.9% | $4,581+17.5% | $6,507-17.3% |
| Admin fee / account holder | $288 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |