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 | $26,624 | $183,519-85.5% | $155,509-82.9% | $145,922-81.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 18.08% | 61.17%-43.1pp | 64.67%-46.6pp | 561.29%-543.2pp |
| Employer contribution / active EE | $3,288 | $5,313-38.1% | $4,672-29.6% | $4,660-29.4% |
| Participant deferral / active EE | $6,040 | $6,462-6.5% | $5,626+7.3% | $6,688-9.7% |
| Admin fee / account holder | $62 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |