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 | $33,594 | $159,602-79.0% | $150,045-77.6% | $142,382-76.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 24.14% | 70.24%-46.1pp | 62.55%-38.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,972 | $4,961-40.1% | $4,693-36.7% | $4,299-30.9% |
| Participant deferral / active EE | $6,257 | $8,310-24.7% | $7,997-21.8% | $6,507-3.8% |
| Admin fee / account holder | $72 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |