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 | $35,745 | $74,888-52.3% | $71,209-49.8% | $142,382-74.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 21.50% | 345.14%-323.6pp | 282.51%-261.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,932 | $2,854+2.7% | $2,721+7.8% | $4,299-31.8% |
| Participant deferral / active EE | $5,336 | $4,454+19.8% | $4,175+27.8% | $6,507-18.0% |
| Admin fee / account holder | $207 | $5,568-96.3% | $5,349-96.1% | $12,624-98.4% |