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 | $50,176 | $209,336-76.0% | $197,124-74.5% | $137,256-63.4% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 25.86% | 48.09%-22.2pp | 44.34%-18.5pp | 220.34%-194.5pp |
| Employer contribution / active EE | $2,470 | $6,591-62.5% | $6,227-60.3% | $4,156-40.6% |
| Participant deferral / active EE | $8,559 | $9,614-11.0% | $9,135-6.3% | $6,407+33.6% |
| Admin fee / account holder | $173 | $17,308-99.0% | $16,298-98.9% | $12,270-98.6% |