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 | $30,411 | $192,717-84.2% | $142,449-78.7% | $139,434-78.2% |
| Participation rate | 87.5% | 81.5%+6.0pp | 76.8%+10.7pp | 80.3%+7.2pp |
| Annual return | 26.72% | 17.99%+8.7pp | 19.99%+6.7pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,975 | $5,806-66.0% | $4,847-59.3% | $4,751-58.4% |
| Participant deferral / active EE | $10,438 | $7,208+44.8% | $6,283+66.1% | $6,710+55.5% |
| Admin fee / account holder | $0 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |