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 | $36,521 | $95,266-61.7% | $82,389-55.7% | $142,382-74.3% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.5%+20.5pp | 80.1%+9.9pp |
| Annual return | 23.81% | 25.74%-1.9pp | 28.67%-4.9pp | 217.08%-193.3pp |
| Employer contribution / active EE | $2,991 | $2,9910% | $2,517+18.8% | $4,299-30.4% |
| Participant deferral / active EE | $5,217 | $4,809+8.5% | $4,155+25.6% | $6,507-19.8% |
| Admin fee / account holder | $41 | $8,563-99.5% | $7,231-99.4% | $12,624-99.7% |