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 | $52,553 | $106,584-50.7% | $101,326-48.1% | $142,382-63.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 27.69% | 36.93%-9.2pp | 36.82%-9.1pp | 217.08%-189.4pp |
| Employer contribution / active EE | $4,800 | $3,956+21.3% | $3,665+30.9% | $4,299+11.6% |
| Participant deferral / active EE | $9,526 | $8,297+14.8% | $7,994+19.2% | $6,507+46.4% |
| Admin fee / account holder | $52 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |