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 | $22,448 | $148,534-84.9% | $135,903-83.5% | $139,434-83.9% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 22.46% | 79.19%-56.7pp | 68.23%-45.8pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,869 | $5,243-45.3% | $4,856-40.9% | $4,751-39.6% |
| Participant deferral / active EE | $7,236 | $8,100-10.7% | $7,758-6.7% | $6,710+7.8% |
| Admin fee / account holder | $107 | $12,400-99.1% | $10,762-99.0% | $11,403-99.1% |