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 | $159,602-88.2% | $150,045-87.5% | $142,382-86.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 22.21% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,884 | $4,961-41.9% | $4,693-38.6% | $4,299-32.9% |
| Participant deferral / active EE | $4,495 | $8,310-45.9% | $7,997-43.8% | $6,507-30.9% |
| Admin fee / account holder | $273 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |