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 5-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 | $25,395 | $159,602-84.1% | $150,045-83.1% | $142,382-82.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 19.69% | 70.24%-50.5pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,095 | $4,961-77.9% | $4,693-76.7% | $4,299-74.5% |
| Participant deferral / active EE | $5,143 | $8,310-38.1% | $7,997-35.7% | $6,507-21.0% |
| Admin fee / account holder | $80 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |