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 | $21,993 | $159,602-86.2% | $150,045-85.3% | $142,382-84.6% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 21.76% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,176 | $4,961-56.1% | $4,693-53.6% | $4,299-49.4% |
| Participant deferral / active EE | $3,808 | $8,310-54.2% | $7,997-52.4% | $6,507-41.5% |
| Admin fee / account holder | $135 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |