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 | $36,780 | $89,753-59.0% | $107,525-65.8% | $84,808-56.6% |
| Participation rate | 70.0% | 68.1%+1.9pp | 75.1%-5.1pp | 68.3%+1.7pp |
| Annual return | 22.24% | 29.48%-7.2pp | 181.32%-159.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $2,097 | $3,113-32.7% | $3,754-44.1% | $2,631-20.3% |
| Participant deferral / active EE | $4,097 | $4,056+1.0% | $5,116-19.9% | $4,212-2.7% |
| Admin fee / account holder | $4 | $7,222-99.9% | $8,919-100.0% | $7,344-99.9% |