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 | $26,105 | $95,266-72.6% | $82,389-68.3% | $142,382-81.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 19.35% | 25.74%-6.4pp | 28.67%-9.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,529 | $2,991-15.5% | $2,517+0.5% | $4,299-41.2% |
| Participant deferral / active EE | $2,529 | $4,809-47.4% | $4,155-39.1% | $6,507-61.1% |
| Admin fee / account holder | $20 | $8,563-99.8% | $7,231-99.7% | $12,624-99.8% |