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 | $29,055 | $110,257-73.6% | $96,544-69.9% | $139,434-79.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 35.46% | 26.32%+9.1pp | 25.84%+9.6pp | 372.94%-337.5pp |
| Employer contribution / active EE | $8,773 | $3,620+142.4% | $2,965+195.9% | $4,751+84.7% |
| Participant deferral / active EE | $15,937 | $5,548+187.3% | $4,851+228.5% | $6,710+137.5% |
| Admin fee / account holder | $147 | $11,591-98.7% | $8,252-98.2% | $11,403-98.7% |