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 | $19,475 | $148,534-86.9% | $135,903-85.7% | $139,434-86.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 31.60% | 79.19%-47.6pp | 68.23%-36.6pp | 372.94%-341.3pp |
| Employer contribution / active EE | $5,059 | $5,243-3.5% | $4,856+4.2% | $4,751+6.5% |
| Participant deferral / active EE | $5,059 | $8,100-37.5% | $7,758-34.8% | $6,710-24.6% |
| Admin fee / account holder | $36 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |