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 | $33,346 | $148,534-77.5% | $135,903-75.5% | $139,434-76.1% |
| Participation rate | 79.2% | 83.9%-4.7pp | 81.9%-2.7pp | 80.3%-1.2pp |
| Annual return | 86.22% | 79.19%+7.0pp | 68.23%+18.0pp | 372.94%-286.7pp |
| Employer contribution / active EE | $2,874 | $5,243-45.2% | $4,856-40.8% | $4,751-39.5% |
| Participant deferral / active EE | $7,520 | $8,100-7.2% | $7,758-3.1% | $6,710+12.1% |
| Admin fee / account holder | $21 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |