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 8-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 | $41,809 | $157,256-73.4% | $141,162-70.4% | $152,861-72.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 22.31% | 64.32%-42.0pp | 71.39%-49.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,261 | $5,261-76.0% | $4,735-73.4% | $4,762-73.5% |
| Participant deferral / active EE | $6,821 | $7,109-4.1% | $6,709+1.7% | $5,850+16.6% |
| Admin fee / account holder | $11 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |