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 4-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 | $25,944 | $106,515-75.6% | $96,683-73.2% | $139,434-81.4% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 33.27% | 38.43%-5.2pp | 35.69%-2.4pp | 372.94%-339.7pp |
| Employer contribution / active EE | $1,583 | $4,103-61.4% | $3,737-57.6% | $4,751-66.7% |
| Participant deferral / active EE | $7,705 | $5,454+41.3% | $4,878+57.9% | $6,710+14.8% |
| Admin fee / account holder | $209 | $7,877-97.3% | $6,730-96.9% | $11,403-98.2% |