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 | $29,476 | $159,602-81.5% | $150,045-80.4% | $142,382-79.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 17.60% | 70.24%-52.6pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,071 | $4,961-58.2% | $4,693-55.9% | $4,299-51.8% |
| Participant deferral / active EE | $3,179 | $8,310-61.7% | $7,997-60.2% | $6,507-51.1% |
| Admin fee / account holder | $207 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |