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 6-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 | $24,475 | $159,602-84.7% | $150,045-83.7% | $142,382-82.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 16.72% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,660 | $4,961-66.5% | $4,693-64.6% | $4,299-61.4% |
| Participant deferral / active EE | $3,170 | $8,310-61.9% | $7,997-60.4% | $6,507-51.3% |
| Admin fee / account holder | $96 | $14,846-99.4% | $13,435-99.3% | $12,624-99.2% |