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 | $18,770 | $154,228-87.8% | $145,433-87.1% | $137,256-86.3% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 22.21% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,884 | $4,804-40.0% | $4,554-36.7% | $4,156-30.6% |
| Participant deferral / active EE | $4,495 | $8,216-45.3% | $7,897-43.1% | $6,407-29.8% |
| Admin fee / account holder | $273 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |