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 | $30,327 | $148,534-79.6% | $135,903-77.7% | $139,434-78.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 33.14% | 79.19%-46.1pp | 68.23%-35.1pp | 372.94%-339.8pp |
| Employer contribution / active EE | $2,125 | $5,243-59.5% | $4,856-56.2% | $4,751-55.3% |
| Participant deferral / active EE | $9,597 | $8,100+18.5% | $7,758+23.7% | $6,710+43.0% |
| Admin fee / account holder | $108 | $12,400-99.1% | $10,762-99.0% | $11,403-99.1% |