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 | $25,673 | $154,228-83.4% | $145,433-82.3% | $137,256-81.3% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 21.30% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,180 | $4,804-54.6% | $4,554-52.1% | $4,156-47.6% |
| Participant deferral / active EE | $6,618 | $8,216-19.4% | $7,897-16.2% | $6,407+3.3% |
| Admin fee / account holder | $282 | $14,344-98.0% | $13,129-97.9% | $12,270-97.7% |