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 | $61,763 | $175,202-64.7% | $149,673-58.7% | $139,434-55.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.21% | 166.71%-144.5pp | 134.42%-112.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $7,199 | $5,474+31.5% | $4,818+49.4% | $4,751+51.5% |
| Participant deferral / active EE | $4,006 | $6,519-38.5% | $5,680-29.5% | $6,710-40.3% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |