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 | $124,425-74.8% | $112,040-72.0% | $137,256-77.1% |
| Participation rate | 78.6% | 79.3%-0.7pp | 76.5%+2.1pp | 80.0%-1.4pp |
| Annual return | 64.68% | 24.72%+40.0pp | 24.52%+40.2pp | 220.34%-155.7pp |
| Employer contribution / active EE | $2,281 | $3,411-33.1% | $2,954-22.8% | $4,156-45.1% |
| Participant deferral / active EE | $3,269 | $5,718-42.8% | $5,098-35.9% | $6,407-49.0% |
| Admin fee / account holder | $35 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |