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 | $27,424 | $106,584-74.3% | $101,326-72.9% | $142,382-80.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 21.94% | 36.93%-15.0pp | 36.82%-14.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,371 | $3,956-40.1% | $3,665-35.3% | $4,299-44.8% |
| Participant deferral / active EE | $4,289 | $8,297-48.3% | $7,994-46.3% | $6,507-34.1% |
| Admin fee / account holder | $57 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |