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 | $31,148 | $127,065-75.5% | $113,168-72.5% | $142,382-78.1% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 50.59% | 24.03%+26.6pp | 24.27%+26.3pp | 217.08%-166.5pp |
| Employer contribution / active EE | $4,275 | $3,442+24.2% | $2,975+43.7% | $4,299-0.6% |
| Participant deferral / active EE | $7,477 | $5,716+30.8% | $5,107+46.4% | $6,507+14.9% |
| Admin fee / account holder | $48 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |