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 | $26,446 | $183,519-85.6% | $155,509-83.0% | $145,922-81.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 26.19% | 61.17%-35.0pp | 64.67%-38.5pp | 561.29%-535.1pp |
| Employer contribution / active EE | $2,307 | $5,313-56.6% | $4,672-50.6% | $4,660-50.5% |
| Participant deferral / active EE | $10,234 | $6,462+58.4% | $5,626+81.9% | $6,688+53.0% |
| Admin fee / account holder | $99 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |