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 | $31,367 | $127,065-75.3% | $113,168-72.3% | $142,382-78.0% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 64.68% | 24.03%+40.7pp | 24.27%+40.4pp | 217.08%-152.4pp |
| Employer contribution / active EE | $2,281 | $3,442-33.7% | $2,975-23.3% | $4,299-46.9% |
| Participant deferral / active EE | $3,269 | $5,716-42.8% | $5,107-36.0% | $6,507-49.8% |
| Admin fee / account holder | $35 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |