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 | $28,352 | $111,754-74.6% | $103,333-72.6% | $145,922-80.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.41% | 24.77%-15.4pp | 24.88%-15.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $4,607 | $4,212+9.4% | $3,868+19.1% | $4,660-1.1% |
| Participant deferral / active EE | $5,183 | $5,619-7.7% | $5,057+2.5% | $6,688-22.5% |
| Admin fee / account holder | $279 | $9,750-97.1% | $8,355-96.7% | $13,397-97.9% |