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 | $34,003 | $183,519-81.5% | $155,509-78.1% | $145,922-76.7% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 14.82% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,878 | $5,313-45.8% | $4,672-38.4% | $4,660-38.2% |
| Participant deferral / active EE | $4,282 | $6,462-33.7% | $5,626-23.9% | $6,688-36.0% |
| Admin fee / account holder | $213 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |