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 | $31,275 | $165,984-81.2% | $164,813-81.0% | $145,922-78.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 22.01% | 100.03%-78.0pp | 69.93%-47.9pp | 561.29%-539.3pp |
| Employer contribution / active EE | $1,413 | $5,273-73.2% | $4,341-67.4% | $4,660-69.7% |
| Participant deferral / active EE | $4,849 | $6,959-30.3% | $6,031-19.6% | $6,688-27.5% |
| Admin fee / account holder | $171 | $16,648-99.0% | $12,690-98.7% | $13,397-98.7% |