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 | $21,747 | $159,602-86.4% | $150,045-85.5% | $142,382-84.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 28.32% | 70.24%-41.9pp | 62.55%-34.2pp | 217.08%-188.8pp |
| Employer contribution / active EE | $2,120 | $4,961-57.3% | $4,693-54.8% | $4,299-50.7% |
| Participant deferral / active EE | $7,734 | $8,310-6.9% | $7,997-3.3% | $6,507+18.9% |
| Admin fee / account holder | $37 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |