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 | $23,798 | $74,888-68.2% | $71,209-66.6% | $142,382-83.3% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 22.48% | 345.14%-322.7pp | 282.51%-260.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,783 | $2,854-37.5% | $2,721-34.5% | $4,299-58.5% |
| Participant deferral / active EE | $2,394 | $4,454-46.2% | $4,175-42.7% | $6,507-63.2% |
| Admin fee / account holder | $179 | $5,568-96.8% | $5,349-96.7% | $12,624-98.6% |