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 | $172,111-81.2% | $150,298-78.4% | $137,256-76.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 21.19% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,717 | $4,636-63.0% | $4,154-58.7% | $4,156-58.7% |
| Participant deferral / active EE | $5,479 | $6,166-11.1% | $5,453+0.5% | $6,407-14.5% |
| Admin fee / account holder | $49 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |