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 | $20,405 | $172,111-88.1% | $150,298-86.4% | $137,256-85.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 25.91% | 69.37%-43.5pp | 62.79%-36.9pp | 220.34%-194.4pp |
| Employer contribution / active EE | $1,473 | $4,636-68.2% | $4,154-64.5% | $4,156-64.5% |
| Participant deferral / active EE | $5,772 | $6,166-6.4% | $5,453+5.9% | $6,407-9.9% |
| Admin fee / account holder | $91 | $16,471-99.4% | $14,116-99.4% | $12,270-99.3% |