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 | $30,986 | $127,065-75.6% | $113,168-72.6% | $142,382-78.2% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 22.78% | 24.03%-1.3pp | 24.27%-1.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,732 | $3,442-20.6% | $2,975-8.2% | $4,299-36.4% |
| Participant deferral / active EE | $4,548 | $5,716-20.4% | $5,107-10.9% | $6,507-30.1% |
| Admin fee / account holder | $195 | $15,736-98.8% | $12,068-98.4% | $12,624-98.5% |