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 | $29,300 | $148,534-80.3% | $135,903-78.4% | $139,434-79.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 21.45% | 79.19%-57.7pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $4,364 | $5,243-16.8% | $4,856-10.1% | $4,751-8.1% |
| Participant deferral / active EE | $9,498 | $8,100+17.3% | $7,758+22.4% | $6,710+41.5% |
| Admin fee / account holder | $178 | $12,400-98.6% | $10,762-98.4% | $11,403-98.4% |