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 | $31,214 | $117,859-73.5% | $102,438-69.5% | $145,959-78.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 17.60% | 31.72%-14.1pp | 29.37%-11.8pp | 561.95%-544.3pp |
| Employer contribution / active EE | $3,435 | $3,615-5.0% | $3,024+13.6% | $4,661-26.3% |
| Participant deferral / active EE | $5,086 | $5,732-11.3% | $5,054+0.6% | $6,689-24.0% |
| Admin fee / account holder | $103 | $13,318-99.2% | $9,448-98.9% | $13,398-99.2% |