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 | $25,743 | $175,202-85.3% | $149,673-82.8% | $139,434-81.5% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 13.03% | 166.71%-153.7pp | 134.42%-121.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $8,221 | $5,474+50.2% | $4,818+70.6% | $4,751+73.0% |
| Participant deferral / active EE | $5,173 | $6,519-20.6% | $5,680-8.9% | $6,710-22.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |