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 | $25,920 | $159,602-83.8% | $150,045-82.7% | $142,382-81.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 20.93% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,413 | $4,961-31.2% | $4,693-27.3% | $4,299-20.6% |
| Participant deferral / active EE | $7,353 | $8,310-11.5% | $7,997-8.1% | $6,507+13.0% |
| Admin fee / account holder | $63 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |