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 | $34,554 | $154,228-77.6% | $145,433-76.2% | $137,256-74.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 57.95% | 74.59%-16.6pp | 66.58%-8.6pp | 220.34%-162.4pp |
| Employer contribution / active EE | $2,153 | $4,804-55.2% | $4,554-52.7% | $4,156-48.2% |
| Participant deferral / active EE | $5,812 | $8,216-29.3% | $7,897-26.4% | $6,407-9.3% |
| Admin fee / account holder | $179 | $14,344-98.8% | $13,129-98.6% | $12,270-98.5% |