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 | $32,419 | $177,572-81.7% | $154,803-79.1% | $142,382-77.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 21.19% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,717 | $4,810-64.3% | $4,305-60.1% | $4,299-60.1% |
| Participant deferral / active EE | $5,479 | $6,272-12.6% | $5,540-1.1% | $6,507-15.8% |
| Admin fee / account holder | $49 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |